Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $300K | 2.00% |
| $300K - $400K | 1.50% |
| $400K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $8.0M | 0.90% |
| $8.0M - $12.0M | 0.75% |
| $12M+ | 0.75% |
Fees negotiable for accounts over $12,000,000.
Fee Estimator
For portfolio management, a minimum of $250,000 in assets is required. Fees are based on a percentage of assets under management, as detailed in the fee table. Financial planning and consulting are charged hourly (up to $450/hour) or flat fees ($1,500 to $10,000). Retirement plan consulting is billed hourly (up to $450/hour), flat fees ($750 to $10,000), or a percentage of plan assets (up to 0.50%). Fees are negotiable for accounts over $12,000,000.
Areas of Practice
Advisor Information
Office location
Park City, UT
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Braxton works as a Special Agent for the U.S. Air Force Reserves Office of Special Investigations (OSI) since December 2023, investigating felony-level crimes. This takes about 10-20% of his time, with two weeks per year full-time.