Branson Fowlkes & Co Inc
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Overview
Branson Fowlkes & Co Inc is a financial advisor firm headquartered in Houston, Texas. Branson Fowlkes & Co Inc manages $308.8 million in assets over 1,076 accounts, making it a mid-tier investment advisory firm in the country by assets under management (AUM). Branson Fowlkes & Co Inc has a small team, including 6 financial advisors. Branson Fowlkes & Co Inc is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial assets like bonds, stocks and options.
Branson Fowlkes & Co Inc manages 974 of the firm's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager makes transaction choices without requiring client approval. It also has 102 non-discretionary accounts totaling $46.0 million in AUM. The firm oversees about $286,981 in assets for each client account. An average financial advisor at Branson Fowlkes & Co Inc manages about 179 client accounts.
The firm's main office is located at 19 Briar Hollow Lane, Houston, Texas 77027. Branson Fowlkes & Co Inc is permitted to serve investors in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Branson Fowlkes & Co Inc by the Numbers
$308.8 million
6
1,076
$287.0 thousand
Products and Services
Branson Fowlkes & Co Inc provides multiple services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. In the past financial year, Branson Fowlkes & Co Inc provided 11-25 of its clients with financial planning services. Branson Fowlkes & Co Inc does sell products or offer services other than investment advice to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management largely depend on which service is provided. However, fee types charged by the company likely are comprised of some combination of the following fee types: asset-based, hourly or fixed. Branson Fowlkes & Co Inc does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Branson Fowlkes & Co Inc caters to retail investors, high net worth investors and pension plans. Out of its 1,076 accounts, Branson Fowlkes & Co Inc's biggest client is high net worth investors, although it also manages money for 117 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 65.36%
- Other Individuals - 31.28%
- Corporations - 3.35%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Branson Fowlkes & Co Inc does not have any disclosures.
Please visit its Form ADV for more details.
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