Brent Young is a CFA, CFP-designated registered investment advisor at Tolleson Private Wealth Management, based in Dallas, TX, with 12 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 222 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tolleson Private Wealth Management charges a fee based on the value of your assets for financial advisory services, ranging from 0.40% to 1.00% per year, paid monthly or quarterly. They also offer discretionary fixed income portfolio management for 0.20% per year, paid monthly or quarterly. Fees are negotiable and may vary based on your situation, relationship size, and the complexity of your financial plan. If a third-party investment manager is used, an additional fee of 0.25% per year may apply.
Location
5500 Preston Road, Suite 250, Dallas, TX, 75205
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Regulatory History (1)
Criminal
December 2003Other Business Activities
Brent owns a travel agent business, C&B Management Partners, that sells guided bike tours. He dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Tolleson Private Wealth Management
Previous Registrations
Frost Investment Services
Frost Brokerage Services, INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade, INC.Broker
Texas Securities, INC.Broker
Grand Financial, INC.Broker
Kershner Trading Group, LLCBroker
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.