Liana Poodiack is a CFP-designated registered investment advisor at Birch Financial Group, based in Keene, NH, with 26 years of industry experience. Liana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 192 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $2.0M | 0.90% |
| $2.0M - $12.0M | 0.80% |
| $12.0M - $22.0M | 0.65% |
| $22.0M - $32.0M | 0.40% |
| $32M+ | 0.05% |
Minimum annual fee of $5,000. If BFG utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management. Fees are negotiable.
Fee Estimator
Location
149 Emerald St, Suite M2/M3, Keene, NH, 03431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Liana is an officer/treasurer/president of Whitney Road Association since 2015, and proprietor/owner of Peterboro Tool Company Inc since 2015 and rental real estate since 2018, each requiring minimal time. She also owns Poodiack Wealth Management Group, a support company/DBA.
Employment History
Current Registrations
Birch Financial Group
Previous Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.