HB

Holly Leigh Brower

16 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
58 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$360.0M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

Investment advisory fees are negotiated on a client-by-client basis, not exceeding 3% annually, and are payable quarterly in advance. The firm uses the fee schedule in Table 1 for certain clients but reserves the right to negotiate different fees depending on the size and complexity of the client portfolio. Clients are also responsible for brokerage commissions and other fees associated with securities transactions.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

3401 Armstrong Ave, Dallas, TX, 75205

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
1836 Asset Management, LLC
December 2021 - Present · 4 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC. Broker
September 2016 - May 2021 · 4 yrs 8 mos
Raymond James & Associates, INC.
September 2016 - May 2021 · 4 yrs 8 mos
Deutsche Bank Securities INC.
September 2011 - September 2016 · 5 yrs
Deutsche Bank Securities INC. Broker
October 2010 - September 2016 · 5 yrs 11 mos
Wells Fargo Investments, LLCBroker
September 2003 - September 2004 · 1 yr
Citigroup Global Markets INC. Broker
March 2002 - May 2003 · 1 yr 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Holly Leigh Brower - Financial Advisor | AdvisorDiscover