BB
BB

Benjamin Braxton

1 Year of Experience
Augusta, GA

Benjamin Braxton is a registered investment advisor at Asset Advisors, based in Augusta, GA, with 1 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 465 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
465 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are potentially negotiable. A few clients pay fixed fees rather than a percentage of assets under management.

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

2814-A Hillcreek Drive, Augusta, GA, 30909-5635

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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
Asset Advisors
April 2024 - Present · 2 yrs
State Registrations1 state
GA
Advisor

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Exams
No exam information available for this advisor.