Brexton Family Financial is a registered investment advisor located in Grapevine, Texas, offering comprehensive wealth management services that combine ongoing financial planning and investment management. The firm manages custodial accounts on a discretionary basis, supervising investments across stocks, bonds, mutual funds, exchange-traded funds, real estate investment trusts, options, and other securities. Alongside portfolio management, Brexton Family Financial helps clients review their financial goals, tax planning strategies, asset allocation, risk management, and retirement planning. Services are tailored to each client using an Investment Policy Statement, and clients can place restrictions on certain securities based on their values. The firm serves individuals, high-net-worth individuals, non-profit organizations, and corporations.
Fee Structure
Brexton Family Financial charges a negotiable flat annual fee for its comprehensive wealth management services, which typically ranges from $5,000 to $50,000 depending on the complexity of your situation, the issues addressed, and the scope of services. Fees are billed semi-annually in advance and paid directly from your custodial account. Smaller accounts may pay flat fees exceeding 3% of their portfolio value, which is higher than customary.