Branzan Investment Advisors is a registered investment advisor that manages investments for charitable foundations, private funds, and individuals. Branzan primarily invests in mutual funds, ETFs, individual stocks and bonds, and other securities. Investment strategies are tailored to each client's goals, risk tolerance, and financial situation. Branzan does not provide tax or legal advice.
Assets Under Management$100M
Clients4
Advisors5
Avg. per Client$26M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
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.
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