GB
GB

Gene Alvin Brehm

29 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
692 clients
Average Client Portfolio
$431K average
Assets Under Management
$297.9M

Fee Structure

Minimum Investment:$100K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.20%
$500K - $1.0M1.90%
$1.0M - $4.0M1.60%
$4.0M - $5.0M1.30%
$5M+1.20%

Fees/Commissions are negotiable with each Advisory Client. SCM will accept accounts below dollar minimum at its discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11152 S Towne Square, Saint Louis, MO, 63123

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History

Regulatory History (1)
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Customer Dispute
October 2010
Denied
Other Business ActivitiesSells Insurance

Gene is involved in a variety of business activities, including real estate management, cattle ranching/trading, business management consulting, and restaurant chains. He also sells non-variable insurance policies, dedicating minimal time to this activity.

Employment History
Current Registrations
Saxony Capital Management, LLC
January 2025 - Present · 1 yr 1 mo
Saxony Securities, INC.Broker
February 2018 - Present · 8 yrs
Previous Registrations
Saxony Capital Management, LLC
February 2018 - December 2024 · 6 yrs 10 mos
1st Global Capital CORP.Broker
August 2011 - February 2018 · 6 yrs 6 mos
1st Global Advisors INC
August 2011 - February 2018 · 6 yrs 6 mos
H.D. Vest Advisory Services, INC
January 2006 - August 2011 · 5 yrs 7 mos
H.D. Vest Investment ServicesBroker
August 2000 - August 2011 · 11 yrs
The Champion Group, INC.Broker
December 1996 - September 2000 · 3 yrs 9 mos
C. J. M. Planning CORP.Broker
November 1996 - January 1997 · 2 mos
State Registrations16 states
ALARAZCACOCTFLGALAMANCNVNYOKTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.