Braxton Leicht is a registered investment advisor at Beta Wealth Group, INC, based in Park City, UT, with 2 years of industry experience. Braxton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 424 clients with $430M 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 $300K | 2.00% |
| $300K - $400K | 1.50% |
| $400K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $8.0M | 0.90% |
| $8.0M - $12.0M | 0.75% |
| $12M+ | 0.75% |
Fees negotiable for accounts over $12,000,000. Client specific account(s) utilizing puts and covered calls to generate additional yield will be subject to a 1.85% fee.
Fee Estimator
Location
Park City, UT
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Braxton works as a Special Agent for the U.S. Air Force Reserves Office of Special Investigations (OSI) since December 2023, investigating felony-level crimes. This takes about 10-20% of his time, with two weeks per year full-time.
Employment History
Current Registrations
Beta Wealth Group, INC
State Registrations2 states
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