B
Brownsboro Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,197,482
Total clients
13
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$322,883
Client services
Financial planning
Portfolio management
Fee options
Fixed fee financial planning ranging from $1,000 to $2,500, negotiable
$0 - $499,999: Included in Monthly Retainer (range $100 - $250 per month) $500,000 - $999,999: 0.90% $1,000,000 - $2,000,000: 0.75% $2,000,001+: 0.50%
$150 per hour for Financial Planning, negotiable
Fee-only: Fixed fee for Financial Planning ranging from $1,000 to $2,500, negotiable; Monthly retainer fee for Comprehensive Financial Planning $100-$250 per month; Hourly financial planning fee $150 per hour.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Brownsboro Financial
101 S. Main St, 2 Nd Floor
Lockhart TX 78644, United States
Number of offices
1
Forms ADV
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