Fees are based on assets under management or advisement. Financial planning, reporting, and/or consulting services may incur an additional fee, based on a percentage of assets or a flat or hourly rate. Minimum account values may apply for certain programs like Model Wealth Portfolios (lowest minimum $25,000).
593 Horsebarn Road, Suite 203, Rogers, AR, 72758
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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 →Brandon spends all of his time on a non-variable insurance DBA called Integrity Capital Wealth Management, LLC. He also provides investment advisory services through Mariner Independent Advisor Network LLC, dedicating full-time hours to this activity, and is involved in tax preparation, real estate rental, and managing a sole proprietorship to employ his kids.