Briaud Financial Advisors
Assets Under Management
$775.3M
Number of Clients
278
Number of Advisors
6
Average Client AUM
$2.8M
AUM per Advisor
$129.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Briaud Financial Advisors offers investment supervisory services and financial planning. They create and manage portfolios based on clients' individual needs and financial goals. Financial planning covers personal, tax, investment, insurance, retirement, death & disability, and estate matters.
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $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
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Location
1611 Crescent Pointe Parkway, College Station, TX, 77845
