Founded in 1986, Briaud Financial Advisors serves individuals and families, including university professionals and families with special needs. It adjusts portfolio allocations using its economic outlook and invests through individual securities, mutual funds, and private partnerships. Financial planning is included with investment management; fund, custody, and transaction expenses are additional. Clients who leave within one year after receiving a completed financial plan are billed for a full year of fees.
Overview
- Headquarters
- College Station, TX
- Total Firm Assets
- $913 million
- Average High-Net-Worth Client Portfolio Size
- $3.6 million
- Stated Minimum Account Size
- $1,000,000
Recent Rankings
Fee Disclosure
Source: 2025 ADV PART 2 (2026-03-31) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | and above | 0.50% |
Stated Minimum Annual Fee: $10,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $42,500 | 0.85% |
| $10 million | $67,500 | 0.68% |
| $50 million | $267,500 | 0.54% |
| $100 million | $517,500 | 0.52% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 96.76%
- Number of High-Net-Worth Clients
- 243
- Total Client Accounts
- 2,441
- Discretionary Accounts
- 2,056
- Non-Discretionary Accounts
- 385
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 105638
- 2025 ADV PART 2 (2026-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗