Gene Brehm
Gene Brehm is a registered investment advisor at Saxony Capital Management, LLC, based in Saint Louis, MO, with 29 years of industry experience. Gene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 762 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees/Commissions are negotiable with each Advisory Client. The SCM annual platform fee is 0.2% and is included in the above fee schedule.
Fee Estimator
Location
11152 S Towne Square, Saint Louis, MO, 63123
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2010Other 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
Saxony Securities, INC.Broker
Previous Registrations
Saxony Capital Management, LLC
1st Global Capital CORP.Broker
1st Global Advisors INC
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
The Champion Group, INC.Broker
C. J. M. Planning CORP.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.