Broxton Capital Advisors
Assets Under Management
$30.9M
Number of Clients
52
Number of Advisors
4
Average Client AUM
$593K
AUM per Advisor
$7.7M
Compensation
Fee-Only (AUM)
About This Firm
Broxton Capital Advisors, founded in 2005, manages two core investment strategies: Smart Yield and The Alpha Portfolio. They specialize in income investing and manage tailored income and bond portfolios. Services include direct and co-advisory arrangements. The firm focuses on fundamental and technical analysis, proprietary indicators, and algorithms to enhance portfolio value.
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
Location
151 Calle De San Francisco, Suite 200, Old San Juan, PR, 00901-1659