Brian Fralin is a CFP-designated registered investment advisor at Burgeon Capital, based in Midland, TX, with 17 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 50 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Burgeon Capital charges an annual fee based on a percentage of the value of your investments. The fee varies between 0.30% and 1.50% depending on the amount you invest and the type of investment management services you receive. This fee does not include brokerage commissions or other transaction fees.
Location
Midland, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is a partner at Fralin Management, LP, a business consulting practice, dedicating a few hours per week. He is also an agent for Mass Mutual selling insurance products and owns rental real estate property, each taking minimal time.
Employment History
Current Registrations
Burgeon Capital
Previous Registrations
Carter Advisory Services, INC
Raymond James Financial Services Advisors, INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.