Brixton Capital Wealth Advisors, LLC

Brixton Capital Wealth Advisors, LLC is an SEC Registered Investment Adviser based in Garden City, New York, established in July 2017. The firm specializes in offering discretionary portfolio management services tailored to meet individual client needs and investment objectives. Clients can grant discretionary authority to manage and trade in their accounts, allowing the firm to formulate investment strategies on their behalf. BCWA also provides non-discretionary portfolio management services, where clients must approve transactions before execution. The firm may use sub-advisers to manage portions of client accounts on a discretionary basis. BCWA offers financial planning and consulting services, developing written plans to help clients achieve their financial goals. The firm advises on various types of investments, including equity securities, mutual fund shares, and real estate investment trusts. The minimum initial investment to open and maintain an advisory account is generally $100,000, but this requirement can be waived in certain cases. BCWA charges an annual fee for portfolio management services, typically ranging from 0.50% to 1.75% of total assets under management. Clients can pay fees separately or have them deducted from their accounts. The firm does not accept performance-based fees or participate in side-by-side management. Clients receive trade confirmations and statements directly from the custodian holding their accounts. BCWA does not exercise custody over client funds or securities and does not vote proxies on behalf of clients. The firm does not receive compensation for client referrals and does not engage in directed brokerage practices. Clients are encouraged to review the firm's privacy policy, trade errors policy, and considerations for IRA rollovers.