Braxton Leicht is a registered investment advisor at Beta Wealth Group, INC, based in Park City, UT, with 2 years of industry experience. Braxton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 378 clients with $460M 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 | 2.00% |
| $300K - $400K | 1.50% |
| $400K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $8.0M | 0.90% |
| $8.0M - $12.0M | 0.75% |
| $12M+ | 0.75% |
Accounts utilizing puts and covered calls are subject to a flat fee of 1.85%. Fees are negotiable for accounts over $12,000,000.
Fee Estimator
Location
4175 N Forestdale Drive Suite 202, Park City, UT, 84098
Get directionsHistory
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
Braxton works as a Special Agent for the U.S. Air Force Reserves Office of Special Investigations (OSI) since December 2023, investigating felony-level crimes. This takes about 10-20% of his time, with two weeks per year full-time.
Employment History
Current Registrations
Beta Wealth Group, INC
State Registrations2 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
- Jodi Vleck, CFPBeta Wealth Group, INC
- Justin Falzone, CFPMdrn Wealth
- Lloyd Yamada, CFPFarther
- Jeffrey Gumeson, CFAThe Caprock Group, LLC
- Douglas Kobak, CFPMain Line Group Wealth Management, LLC
- Vincent Colon, CFPMML Investors Services, LLC