Brixton Capital Wealth Advisors, 1305 Franklin Avenue Suite 300, Garden City, NY 11530, +1.516.222.5300
Disclosures: Information provided reflects Brixton Capital Wealth Advisors views as of the date of this document. Such views are subject to change at any point without notice. Information contained herein is for informational purposes only and should not be considered a recommendation to buy or sell any securities. Nothing presented herein is or is intended to constitute investment advice, and no investment decision should be made based on any information provided herein. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. For complete information regarding Brixton Capital Wealth Advisors’ services, fees charged and other important disclosures, please see our Form ADV Part 2A Disclosure Brochure, which can be obtained by calling 516-222-5300 or at adviserinfo.sec.gov. For additional information about Brixton Capital Wealth Advisors, including fees and services provided, please contact us or refer to the Investment Adviser Public Disclosure website. Please read the disclosure statement carefully before you invest or send money. To read our Form ADV, please click the following links: Brixton Capital Wealth Advisors ADV and ADV Part 2 brochure.
These materials have been independently produced by Brixton Capital Wealth Advisors. Brixton Capital Wealth Advisors is independent of and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates "Schwab''). Schwab is a registered broker-dealer and member Sf PC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Brixton Capital Wealth Advisors provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
Brixton Capital Wealth Advisors is an SEC registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Brixton Capital Wealth Advisors may only transact business in the states where the firm is noticed filed or otherwise exempt. This website is being provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any securities.
SmartVestor Compensation and Conflict of Interest Details
SmartVestor™ is an advertising and referral service for investment professionals operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“RS”). When you provide your contact information through the SmartVestor™ site, RS will introduce you to up to five (5) investment professionals (“Pros”) that are in your geographic area, including Brixton Captial Wealth Advisors (“Adviser”). ’Adviser has entered into an agreement with RS under which Adviser pays RS a flat monthly membership fee of $249, and a flat monthly advertising fee of $1,800 to advertise Adviser’s services through SmartVestor™ and to receive client referrals from interested consumers who are located in Adviser’s geographic region. The fees paid by Adviser to RS are paid irrespective of whether you become a client of Adviser, and are not passed along to you. However, you should understand that all of the Pros that are available through SmartVestor™ pay RS fees to participate in the program. Further, the amount of compensation each Pro pays to RS will vary based on certain factors, including whether the Pros choose to advertise in local or national markets. Although RS attempts to match you with a Pro based on objective factors, it may have a financial incentive to endorse and promote Pros that pay higher fees. Adviser has completed Ramsey Pro Training and signed a Code of Conduct under which it has agreed to certain general investment principles, such as eliminating debt and investing for the longer-term, but RS does not monitor or control the investment advisory services Adviser provides. It is up to you to interview Adviser and decide whether you want to hire them. If you decide to hire Adviser, you will enter into an agreement directly with Adviser to provide you with investment advisory services. RS is not affiliated with Adviser and neither RS nor any of its representatives are authorized to provide investment advice on behalf of Adviser or to act for or bind Adviser. No investment advisory agreement with Adviser will become effective until accepted by Adviser. RS does not warrant any services of Adviser or any SmartVestor™ Pro and makes no claim or promise of any result or success by retaining Adviser. Your use of SmartVestor™, including the decision to retain the services of Adviser, is at your sole discretion and risk.
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