Broxton Capital Advisors

Assets Under Management

$30.9M

Number of Clients

52

Number of Advisors

4

Average Client AUM

$593K

AUM per Advisor

$7.7M

Compensation

Fee-Only (AUM)

About This Firm

Broxton Capital Advisors, founded in 2005, manages two core investment strategies: Smart Yield and The Alpha Portfolio. They specialize in income investing and manage tailored income and bond portfolios. Services include direct and co-advisory investment services. The firm uses fundamental and technical analysis, proprietary indicators, and algorithms.

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Areas of Practice
Investment Management
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Location

151 Calle De San Francisco, Suite 200, Old San Juan, PR, 00901-1659

4 Advisors at this firm