BW

Brannon Boyce Wilds

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
145 advisors
Number of Clients
11,317 clients
Average Client Portfolio
$188K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$25K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K2.50%
$100K - $500K2.30%
$500K - $1000K2.00%
$1M+1.80%

Advisory fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

C1S charges a wrap fee for discretionary investment management services, covering advisory services and certain brokerage fees. The fee is calculated as a percentage of assets under management, ranging from 2.50% on the first $99,999 to 1.80% on amounts over $1,000,000. Fees are negotiable. The wrap fee may not include all transaction-related expenses. Clients could receive similar management service outside of a wrap fee program from another adviser for a higher or lower advisory fee.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
Loading...

Advisor Information

Office location

6330 Sprint Parkway, Suite 400, Overland Park, KS, 66211

Get directions
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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Brannon is a senior partner at Foote Financial Group, Inc. where he focuses on fixed insurance sales and related administrative duties, taking nearly full-time. He also serves as Vice Chair of the Elder Board at TRU Community Church, spending about a third of his time, and has several other business activities including tax preparation and real estate rentals.

Employment History
Current Registrations
Creativeone Securities, LLC Broker
December 2018 - Present · 7 yrs 1 mo
Creativeone Securities, LLC
August 2015 - Present · 10 yrs 5 mos
Previous Registrations
Sii Investments, INC.
April 2006 - December 2006 · 8 mos
Sii Investments, INC.Broker
May 2005 - December 2006 · 1 yr 7 mos
Equitrust Marketing Services, LLCBroker
November 2003 - May 2005 · 1 yr 6 mos
State Registrations9 states
COILKSMONCNEOKSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.