Branco Planning Co Inc is a large advisory firm based in Memphis. It manages $149.5 million of regulatory assets for 235 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Tennessee.
Branco Planning provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Branco Planning Co Inc is $149.5 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Branco Planning Co Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Raymond Wilson Brandon has been acting as President since 1 Feb 1989. Elvis Denby Brandon joined the executive team most recently as the Vice President.
The principal office where Branco Planning Co Inc performs its advisory services is located at 5101 Wheelis Road, Memphis, TN 38117 The mailing address of the firm is P O Box 770870, Memphis, TN 38177. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 901-324-6600 or by fax 901-324-5743. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at brandonorg.com.