Braxton Financial Group offers financial planning and asset management services. Financial planning covers investment, retirement, cash flow, college, and debt/credit planning. For asset management, Braxton Financial Group tailors portfolios based on client goals and risk tolerance, monitoring accounts and rebalancing as needed. The firm primarily uses mutual funds and employs Modern Portfolio Theory.
Assets Under Management$49K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$49K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $750K | 1.50% |
| $750K - $1.3M | 1.25% |
| $1.3M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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