BE
CFA
BE
CFA

Bradley Eixmann

12 Years of Experience
Houston, TX

Bradley Eixmann is a CFA-designated registered investment advisor at Chilton Capital Management LLC, based in Houston, TX, with 12 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 879 clients with $2.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
15 advisors
Number of Clients
879 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$2.7B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50.0M0.55%
$50.0M - $100.0M0.45%
$100M+0.40%

Fee schedule for Institutional Separate Accounts with a minimum of $5,000,000 invested in the Strategic Equity Strategy. Other strategies have different fee schedules.

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

1177 West Loop South, Suite 1200, Houston, TX, 77027-9062

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Chilton Capital Management LLC
June 2017 - Present · 8 yrs 10 mos
Previous Registrations
Globescan Capital, INC.
January 2014 - October 2017 · 3 yrs 9 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.