Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum annual fee of $10,000. Fees may be negotiable on a client-by-client basis.
Fee Estimator
Investment management fees are based on a percentage of assets under management. The minimum annual fee is $10,000. A minimum of $1,000,000 of assets under management is required for our services, but this may be negotiable. Financial planning services are included as part of our normal retainer for investment services. If only financial planning services are desired, we will charge a fixed fee negotiated at the time of the contract signing.
Areas of Practice
Advisor Information
Office location
1611 Crescent Pointe Parkway, College Station, TX, 77845
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Janet BriaudRegulatory History (1)
Customer Dispute
August 2018Other Business Activities
Janet is a member of the Board of Directors for American Momentum Bank since 2013. She spends minimal time on this activity, reviewing financials, attending board meetings, and meeting with auditors.
Employment History
Current Registrations
Briaud Financial Advisors
State Registrations1 state
Exams
Additional Information
Janet Briaud founded Briaud Financial Advisors in 1986 because she saw a need for a company that would treat clients the way she herself would want to be treated. At the time, many thought a financial firm that didn’t take commissions for selling products would be doomed to failure. Today, the “fee-only” model is the fastest growing segment of the financial advisory profession.