Briaud Financial Advisors provides investment advice and financial planning to individuals, families, and trusts. Briaud develops a personal investment policy for each client based on their goals, risk tolerance, and financial situation. Briaud also offers financial planning services, which include a review of a client's financial situation and the development of a detailed financial plan.
Assets Under Management$780M
Clients278
Advisors6
Avg. per Client$2.8M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
A minimum of $1,000,000 of assets under management is required for our services. This account size may be negotiable under certain circumstances. Discounts, not generally available to our advisory clients, may be offered to family members and friends of associated persons of our firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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