Bretton Capital Management
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Overview
Bretton Capital Management is an advisory firm headquartered in San Francisco, California. The company controls $62.7 million in total assets throughout one account. The company has a small team, including 2 financial advisors. Bretton Capital Management is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as options, bonds and stocks.
Bretton Capital Management oversees all of its client assets on a discretionary basis. Discretionary management signifies that an investment advisor makes transaction choices for the client's account without requiring client permission. Bretton Capital Management's average account size is $62.7 million. The average financial advisor at Bretton Capital Management manages fewer than one client account, making it one of the most personalized financial advisor firms in the country.
The firm's central office is at 535 Mission St 14Th Floor, San Francisco, California 94105.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bretton Capital Management by the Numbers
$62.7 million
2
1
$62.7 million
Fee Structure
Fees for financial advice usually depend on which services the firm provides the client. Fees charged by the firm typically consist of the following fee type: asset-based. The company does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to investment companies. Bretton Capital Management's biggest client type is investment companies. None of the company's accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bretton Capital Management does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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