Gene
Brehm
Saxony Capital Management, LLC
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About this Advisor
Gene Brehm is a financial advisor based in San Antonio, Texas, working with Saxony Capital Management, LLC. Gene has previously held positions at Brehm Havel & Co., Llp, 1St Global Capital Corp, 1St Global Advisors, Inc, and Saxony Securities. Gene has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Gene is part of Saxony Capital Management, LLC, which operates out of San Antonio, Texas. The firm has 19 offices and 6 employees. The firm manages assets totaling $239.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Saxony Capital Management, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Saxony Capital Management, LLC Brokerage Details
$239,289,634
6
1,192
$200,746
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Gene Brehm Work History
Saxony Securities
Brehm Havel & Co., Llp
1St Global Capital Corp
1St Global Advisors, Inc
Disclosures
Please visit the SEC profile of Gene Brehm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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