Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Fees are subject to negotiation.
Fee Estimator
Broxton Capital Advisors charges an annual advisory management fee of 2% of assets under management, which is subject to negotiation. This fee does not include administrative fees or transaction costs. Fees are payable quarterly, in advance. The minimum account size for new discretionary accounts is $100,000, though smaller accounts may be accepted at the firm's discretion.
Areas of Practice
Advisor Information
Office location
5670 WIlshire Blvd, Suite 1800, Los Angeles, CA, 90036
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Beth is a self-employed web marketing professional and an Investment Advisor Representative (IAR) with both HK Wealth Mgmt and Broxton Capital, dedicating minimal time to the IAR role. She also works as a marketing professional for Doozy Cards LLC.