Brexton Family Financial offers comprehensive wealth management services that include both financial planning and asset management. The firm manages client accounts and provides ongoing supervision. Financial planning services cover financial goals, tax planning, asset allocation, risk management, and retirement planning. Brexton Family Financial provides these services on either a project basis or as an ongoing annual plan.
Fee Structure
Brexton Family Financial's comprehensive wealth management services are compensated via a negotiable flat fee. This fee varies based on the complexity, issues addressed, scope of services, and frequency of services. Some smaller accounts may pay fees exceeding 3%, which is higher than usual. Fees are agreed upon before signing the wealth management agreement.