Burgeon Capital
Assets Under Management
$73.0M
Number of Clients
50
Number of Advisors
1
Average Client AUM
$1.5M
AUM per Advisor
$73.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
This brochure supplement provides information about Brian Fralin, President of Burgeon Capital. His background includes a Masters in Accounting and Information Systems, a Bachelors in Personal Financial Planning, and experience as a Wealth Manager at Carter Financial Management. He also holds the CFP® designation and is involved in several non-securities related businesses.
Fee Structure
Brian Fralin may receive commissions from recommending insurance products, creating a potential conflict of interest. Burgeon Capital has procedures to ensure recommendations are in the client's best interest regardless of additional compensation.
Location
TX, United States