Brett Hixon
Brett Hixon is a CFP-designated registered investment advisor at Kirtland Financial Management, INC., based in Coral Gables, FL, with 22 years of industry experience. Brett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 201 clients with $400M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.70% |
Cash assets are excluded from billing. Fees for accounts over $4,000,000 are negotiable.
Fee Estimator
Location
100 Almeria Ave, Suite 302, Coral Gables, FL, 33134
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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 →Other Business Activities
Brett is an advisor and officer (President) at Kirtland Financial Management, a fee-based independent RIA, dedicating minimal time to it. He is also the CEO, President, and sole shareholder/board member of Kirtland Financial Management's support company, spending about 10-20% of his time on this role.
Employment History
Current Registrations
Kirtland Financial Management, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Jackson National Life Distributors, INC.Broker
State Registrations28 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
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