BF
CFP
BF
CFP

Brandon Scott Falbe

20 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
4,514 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$8.9B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10.0M - $15.0M0.60%
$15.0M - $20.0M0.50%
$20.0M - $25.0M0.45%
$25M+0.45%

Fees are negotiable for assets over $25,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$7,500
Loading...

Location

910 East St Louis St, Springfield, MO, 65806

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Forvis Mazars Wealth Advisors, LLC
November 2012 - Present · 13 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLC
June 2009 - May 2012 · 2 yrs 11 mos
Chase Investment Services CORP.
January 2006 - May 2009 · 3 yrs 4 mos
Morgan Stanley
August 2004 - January 2006 · 1 yr 5 mos
State Registrations2 states
FLIN
Advisor
Exams
No exam information available for this advisor.