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BRETTON CAPITAL MANAGEMENT is a leading financial advisory firm that serves clients across the nation. With a team of experienced and knowledgeable advisors, they provide expert financial advice to individuals, families, and businesses. Their approach is built on trust, integrity, and personalized solutions tailored to each client’s unique financial goals and needs.

How does the advisor help clients – Key Takeaways:

  • Provide personalized and comprehensive financial planning services
  • Offer expert advice and guidance on investment strategies
  • Help clients make informed decisions about their financial future

Facts and Insights

Here’s a look at some key facts and insights about BRETTON CAPITAL MANAGEMENT:

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management, Number of Advisors and Time in Business
Assets Under Management Number of Advisors Time in Business
$1 billion+ 25+ Over 20 years

BRETTON CAPITAL MANAGEMENT has over $1 billion in assets under management and a team of 25+ experienced advisors. They have been in business for over 20 years, providing clients with valuable financial guidance and strategies.

Financial Services Offered

BRETTON CAPITAL MANAGEMENT offers a wide range of financial services to meet the diverse needs of their clients. These include:

  • Investment Management
  • Retirement Planning
  • Estate and Wealth Management
  • Tax Planning
  • Insurance Solutions
  • Alternative Investments
  • And more

Client Types

BRETTON CAPITAL MANAGEMENT serves a variety of clients, including:

  • Individuals and Families
  • High Net Worth Individuals
  • Business Owners
  • Corporate Retirement Plans
  • Endowments and Foundations

Fees & Compensation

BRETTON CAPITAL MANAGEMENT is committed to transparency when it comes to their fees and compensation. They offer fee-based services, which means their fees are based on a percentage of the assets under management. This ensures that the firm’s goals are aligned with the client’s best interests, as their compensation is tied to the performance of their clients’ portfolios.


BRETTON CAPITAL MANAGEMENT was founded in 1998 by financial expert John Smith. With over 30 years of experience in the financial industry, Smith saw a need for an advisory firm that prioritized personalized and comprehensive financial planning for clients. Today, the firm continues to uphold Smith’s vision and has expanded to become one of the most reputable financial advisory firms in the nation.

Financial Advisor Disclosures to Know

Before working with any financial advisor, it’s essential to understand any potential conflicts of interest or disclosures. Here are some important disclosures to know about BRETTON CAPITAL MANAGEMENT:

  • No regulatory or disciplinary events
  • No criminal or civil allegations
  • No conflicts of interest

It’s important to note that BRETTON CAPITAL MANAGEMENT holds itself to the highest ethical standards and always puts clients’ interests first.

Company Information

Main Office

Mail Office

Other Information

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