Branzan Investment Advisors, INC.
Assets Under Management
$104.0M
Number of Clients
4
Number of Advisors
5
Average Client AUM
$26.0M
AUM per Advisor
$20.8M
Compensation
Fee-Only (AUM)
About This Firm
Branzan Investment Advisors provides discretionary investment management and private fund services. They manage separately managed accounts for charitable foundations and private funds, allocating assets into various securities. Investment strategies are tailored to client goals, risk tolerance, and objectives. The firm does not provide tax or legal advice.
Fee Structure
Branzan charges an annual investment management fee based on assets under management, with a maximum of 1.50%. The initial account minimum for separately managed accounts is $5,000,000, but this may be waived at Branzan's discretion. Fees are prorated and charged quarterly in arrears. Clients may also incur additional fees at the investment level, such as fund expenses for mutual funds and ETFs. Specific fee details for the Private Funds are contained in each Fund’s Offering Document.
Areas of Practice
Location
10288 W Chatfield Ave, Ste 300, Littleton, CO, 80127