Brandenburg Financial Services is a registered investment advisor based in Canton, Georgia, founded in March 2026. The firm is wholly owned by Hamilton Brandenburg and offers personalized investment management and financial planning consulting services to individuals and high net worth individuals. Investment management services include reviewing client goals, recommending asset allocation strategies across cash, stocks, mutual funds, bonds, and annuities, and managing accounts with discretionary authority where allowed. Brandenburg Financial Services tailors its advice to each client's specific needs and allows clients to place restrictions on certain securities in writing. Additionally, the firm provides financial planning services covering risk assessment, investment planning, estate planning, and financial organization. The firm emphasizes a long-term approach designed to help clients maintain purchasing power while managing appropriate risks.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
Fees are assessed quarterly in advance. Brandenburg Financial Services has the sole discretion to negotiate lower fees or waive them in individual cases.