6440 N Central Expwy #107 - Dallas, TX 75206
Portfolio Management Services
These services include the development of a Personalized Investment Policy Statement which defines a client's time horizons, risk parameters, and Investment objectives, and asset allocation. We also implement the investment strategy, monitor the portfolio, measure investment results and produce quarterly reports. This is a turn key service for those who want convenience or who don't have the time, training or temperament to manage a portfolio of securities.
Investment Objective
Types of Investment Instruments to be Employed
Types of Investment Instruments to be Employed
Long term, Conservative, Growth of Capital and/or Income
Types of Investment Instruments to be Employed
Types of Investment Instruments to be Employed
Types of Investment Instruments to be Employed
Pooled Investments, such as Mutual Funds, Fixed Assets and Fixed Income Instruments
Fees
Types of Investment Instruments to be Employed
Fees
Annual Fee = Greater of .70% of investable assets or $5,000.00*, in addition to discounted transaction costs
Fees
Long Term, Conservative, Growth of Capital and/or Income
Individual Securities such as Stock, Covered Options, and Special Investments
Annual fee = greater of 1% of investable assets or $5000.00**, in addition to discounted transaction costs.
*Under certain circumstances, a portion of any applicable pooled investment commission or 12b-1 fees may be applied to management fees.
** The fees reflected on this page are applicable to the first $5,000,000 of investable assets per account. Assets exceeding $5,000,000 may be eligible for negotiated reduced fees.
General Investment Risk Disclosures
Securities that are not bank deposits insured by the FDIC or guaranteed by the full faith and credit of the US Government, may lose value.
Brown and Brown Financial Services, Inc. and Brown & Brown Securities, Inc. reserve the right to negotiate all fees and transaction charges to a level higher or lower than those quoted in this and other bulletins.
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