SS
CFP
SS
CFP

Sachin Narayan Sawant

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
278 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$775.3M

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees may be negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
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Contact

SS
Sachin Narayan Sawant

Location

1611 Crescent Pointe Parkway, College Station, TX, 77845

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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.

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Employment History
Current Registrations
Briaud Financial Advisors
March 2024 - Present · 1 yr 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
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Sachin Narayan Sawant