Roxie Webb Securities Management,Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$118,777,594
Total clients
307
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
154
Average account size
$386,898
Client services
Fee options
$0 - $750,000: 1.125% $750,001 - $1,500,000: 1.00% $1,500,001 - $3,000,000: 0.95% $3,000,001 - $4,000,000: 0.90% $4,000,001 - $5,000,000: 0.80% $5,000,001+: 0.75%
Account minimum: $350,000 suggested minimum opening portfolio value Fee-only: Fee-based only investment adviser, no commissions.
Main office location
Roxie Webb Securities Management,Inc.
1000 Ainsworth Drive, Suite 130
Prescott AZ 86305, United States
Number of offices
2
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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