Luxon Brown, LLC provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Luxon Brown also offers financial planning services covering areas like retirement, college, and debt planning. The firm primarily recommends exchange-traded funds but may use other securities for diversification.
Assets Under Management$56M
Clients98
Advisors2
Avg. per Client$570K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Luxon Brown charges a maximum of 1.75% annually for managing your investments. The exact fee is negotiable and will be outlined in your advisory agreement. Fees are deducted monthly from your account. Family and friends may receive discounted rates.
Loading...