What are Brazos Wealth Advisors Fees for Comprehensive Financial Planning?
Brazos Wealth Advisors works on an annual flat fee. The flat fee is determined at the beginning of our client relationship, it is based upon the complexity of client needs and goals. The minimum annual fee is $10,000.
Our fees include Financial Planning, Investment Management, Custodial Services, Financial Concierge Advice, Business Evaluations and Consulting.
Pension Consulting Fees
For setting up and providing investment advisory services to pension plans like 401(k)’s, Profit Sharing Plans, Defined Benefit plans, and other employer sponsored retirement plans.
Plan Assets of:
- $0 to $1,000,000 – 0.65%
- $1,000,001 to $2,000,000 – 0.60%
- $2,000,001 to $3,000,000 – 0.55%
- $3,000,001 to $4,000,000 – 0.50%
- $4,000,001 to $5,000,000 – 0.45%
- $5,000,000 and up for a flat annual fee of $22,500
Why we do what we do
We want to help people attain the best life they can with the resources and means they have available. We also don’t want our motives to be questioned because of commissions and sales bonuses. That is why we are fee only fiduciaries. We work for, and get paid, only by our clients. No behind the scenes compensation or kickbacks. We do better as you do better.
We don’t like to lose money. We encourage clients to take the most conservative route to their goals. Our investment recommendations are intended to work for the client’s long-term goals.
We believe in the weak form of the Efficient Market Hypothesis. We don’t engage in market timing or trendy technical analysis. We use appropriate mathematical measures of risk and return. The standard deviation is our primary measure of risk, and we use the Sharpe Ratio for risk adjusted returns.
We believe a tactical asset allocation is the most important determinant for long-term portfolio performance.