Logan Bennett is a CFP-designated registered investment advisor at Brexton Family Financial, LLC, based in Grapevine, TX, with 12 years of industry experience. Logan 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
Grapevine, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Brexton Family Financial, LLC
Previous Registrations
Box Financial Advisors, LLC
State Registrations1 state
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