Brandon Croxton
Brandon Croxton is a CFP-designated registered investment advisor at Brc Financial Planning, based in Owings Mills, MD, with 19 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 44 clients with $4.2M 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 $300K | 1.75% |
| $300K - $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.50% |
For accounts held at Betterment, Betterment charges a fee ranging from 0.12% to 0.25% of account balances. This fee is included in BRC Financial Planning's fee schedule above.
Fee Estimator
Location
Owings Mills, MD
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2016Other Business Activities
Brandon is a part owner of Croxton, Thornton, Hammond LLC and owner of Building and Empowering Baltimore LLC, both involved in real estate, dedicating a few hours per week to each. He is also a board member of Stocks in the Future, a non-profit, spending minimal time assisting with fundraising and organizational growth.
Employment History
Current Registrations
Brc Financial Planning
Previous Registrations
Lombard Advisers Incorporated
Lombard Securities IncorporatedBroker
Ef Legacy Securities, LLCBroker
Sanders Morris Harris LLCBroker
Edelman Financial Services, LLC
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
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.