Charles Brant is a CFA-designated registered investment advisor at Branzan Investment Advisors, INC., based in Littleton, CO, with 15 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Branzan Investment Advisors charges a fee based on the value of your portfolio. The maximum annual fee is 1.50%. There is a $5,000,000 minimum to open an account, but Branzan may waive this. The fee is calculated each quarter based on the value of your investments at the end of the previous quarter.
Location
10288 W Chatfield Ave, Ste 300, Littleton, CO, 80127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is a manager/member of multiple LLCs, including LHB Ventures LLC, LHB Capital Partners LLC, Los Hermanos Brant S de RL de CV, 3B AG Partners LLC, 3B Cattle LLC, LHB Drilling LLC, John A. Getty LLC, LHB Niobrara, LLC, and LHB Mineral Management, LLC. These entities focus on investments in illiquid alternative assets and real estate in Mexico; Charles spends a few hours per week on LHB Ventures LLC and minimal time on the others.
Employment History
Current Registrations
Branzan Investment Advisors, INC.
State Registrations1 state
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