Broxton Capital Advisors

Fee-Only (% of Portfolio)

Broxton Capital Advisors manages investment portfolios and provides tailored investment advice to individuals, corporations, trusts, managers, advisors, and institutions. Broxton specializes in income investing and manages income and bond portfolios tailored to clients' needs. Broxton manages two core investment strategies: Smart Yield and The Alpha Portfolio.

Assets Under Management$31M
Clients52
Advisors2
Avg. per Client$590K
Avg. per Advisor$15M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable.

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

2 Advisors at this firm