Breton CO
Assets Under Management
$134.0M
Number of Clients
19
Number of Advisors
N/A
Avg. Portfolio per Client
$7.1M
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Breton Financial, Inc. offers financial planning and investment advisory services to individuals, families, charitable organizations, trusts, and estates. They provide advice on a range of securities and investments. Breton Financial does not take custody of client assets or have discretionary authority, meaning clients are responsible for executing trades. Their approach emphasizes long-term preservation of capital with moderate risk tolerance.
Fee Structure
Breton Financial charges an annual fee for investment advisory services based on a percentage of your investment portfolio. The minimum fee is $5,000, or 1% of your investment portfolio assets. For charitable institutions or trusts where an existing client is a key beneficiary, the fee is 0.75% of the investment portfolio assets. Fees are billed and paid in equal quarterly installments and are not adjusted during the contract year. If you terminate the contract mid-quarter after the first year, you'll receive a pro-rata refund for that quarter.
Areas of Practice
Location
105 Atsion Road Stes B&D, Medford, NJ, 08055