Briaud Financial Advisors
Assets Under Management
$775.3M
Number of Clients
278
Number of Advisors
6
Average Client AUM
$2.8M
AUM per Advisor
$129.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Briaud Financial Advisors offers investment supervisory services and financial planning. They create personalized investment policies and manage portfolios based on client goals, risk tolerance, and liquidity needs. Financial planning covers personal, tax, investment, insurance, retirement, death & disability, and estate matters.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum annual fee of $10,000. Fees may be negotiable on a client-by-client basis.
Fee Estimator
Investment management fees are based on a percentage of assets under management. The minimum annual fee is $10,000. A minimum of $1,000,000 of assets under management is required for our services, but this may be negotiable. Financial planning services are included as part of our normal retainer for investment services. If only financial planning services are desired, we will charge a fixed fee negotiated at the time of the contract signing.
Areas of Practice
Location
1611 Crescent Pointe Parkway, College Station, TX, 77845
