Brayden Oswald is a CFP-designated registered investment advisor at The Burney Company, based in Brentwood, TN, with 3 years of industry experience. Brayden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,932 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.75% |
Fees are negotiable. Certain clients have custom billing arrangements. If your account is invested in the Burney US Factor Rotation ETF (BRNY), the ETF's 0.79% expense ratio will be offset against your management fee. You may pay an additional advice fee if your Burney management fee is higher than the ETF fee.
Fee Estimator
Location
8 Cadillac Drive, Brentwood, TN, 37027
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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 →Employment History
Current Registrations
The Burney Company
Previous Registrations
Mrwm Capital Management, LLC
Music Row Wealth Management
State Registrations1 state
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