Firm Information
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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee Estimator
Traditions Wealth Advisors is a fee-only firm. They charge fees based on a percentage of assets under management, retainer, project-based fee, or hourly fees. The minimum initial account size is $500,000. The minimum annual fee is $5,000, either through assets under management or a retainer fee. Project-based fees have a $5,000 minimum. Hourly services are billed at $250 per hour with a $5,000 minimum.
Areas of Practice
Advisor Information
Office location
2700 Earl Rudder Frwy S., Suite 2600, College Station, TX, 77845-5037
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Brien Louis SmithRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brien is the owner of Spirit Fiduciary Partners, an asset management firm for churches, private entities, and non-profit foundations, dedicating about 10-20% of his time to this. He also owns Spirit Stewardship Ministries, which provides financial stewardship education, spending a few hours per week on this activity.