Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
278 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$775.3M
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10,000
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Contact
Janet Briaud
Location
1611 Crescent Pointe Parkway, College Station, TX, 77845
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2018Settled
Other Business Activities
Janet is a member of the Board of Directors for American Momentum Bank since 2013. She spends minimal time on this activity, reviewing financials, attending board meetings, and meeting with auditors.
Employment History
Current Registrations
Briaud Financial Advisors
January 1992 - Present · 34 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Additional Information
Janet Briaud founded Briaud Financial Advisors in 1986 because she saw a need for a company that would treat clients the way she herself would want to be treated. At the time, many thought a financial firm that didn’t take commissions for selling products would be doomed to failure. Today, the “fee-only” model is the fastest growing segment of the financial advisory profession.
Contact
Janet Briaud