Martin Day is a CFP-designated registered investment advisor at Brexton Family Financial, LLC, based in Grapevine, TX, with 23 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 105 clients with $79M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brexton Family Financial charges a negotiable flat annual fee for its comprehensive wealth management services, which typically ranges from $5,000 to $50,000 depending on the complexity of your situation, the issues addressed, and the scope of services. Fees are billed semi-annually in advance and paid directly from your custodial account. Smaller accounts may pay flat fees exceeding 3% of their portfolio value, which is higher than customary.
Location
129 S. Main St., Suite 260, Grapevine, TX, 76051
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Brexton Family Financial, LLC
Previous Registrations
Box Financial Advisors, LLC
H.D. Vest Advisory Services, INC
State Registrations1 state
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.
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