Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary depending on the service. Compass and AdvisorFX accounts have advisor fees (up to 2% of assets) and platform fees. Financial planning is offered at $300/month, $300/hour, or up to $35,000 flat. Align Wealth Management is a fixed annual fee of $15,000-$75,000. Pontera platform fee is 0.25% charged quarterly. The Advisor fee is negotiable between you and your Financial Professional. Some Financial Professionals will choose to pay the Platform Fee on your behalf, and some Financial Professionals have negotiated for no Platform Fee.
Areas of Practice
Advisor Information
Office location
Arlington, TN
Get directionsRegulatory History (1)
Judgment / Lien
July 2023Other Business ActivitiesSells Insurance
Billy operates Brown Financial Services as a DBA, working as a registered representative and multiline insurance agent offering various insurance products, dedicating nearly full-time hours to this. He also works full-time as a Personal Financial Counselor for Magellan Federal, providing financial services at military installations.