Gene Brehm
Gene Brehm is a registered investment advisor at Saxony Capital Management, LLC, based in San Antonio, TX, with 29 years of industry experience. Gene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 762 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees and commissions are negotiable with each client. The schedule represents maximum fees and includes an annual platform fee of 0.20%.
Fee Estimator
Location
San Antonio, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2010Other Business ActivitiesSells Insurance
Gene is involved in a variety of business activities, including real estate management, cattle ranching/trading, business management consulting, and restaurant chains. He also sells non-variable insurance policies, dedicating minimal time to this activity.
Employment History
Current Registrations
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
Previous Registrations
Saxony Capital Management, LLC
1st Global Capital CORP.Broker
1st Global Advisors INC
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
The Champion Group, INC.Broker
C. J. M. Planning CORP.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Jason Thomas, CFPJt Wealth Management
- January Smith, CFPJanus Financial Planning, LLC
- Ernest Trevino, CFPWells Fargo Advisors
- Roger Haynes, ChFCState Farm Investment Management CORP.
- Kyle Martin, CFPKapela
- Creston King, CFAOrleans Capital Management CORP