Brie Pio is a CFP-designated registered investment advisor at Birch Point Wealth Management LLC, based in Rockport, ME, with 7 years of industry experience. Brie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 6 more. Their firm serves 42 clients with $21M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees are negotiable. Birch Point may direct clients to Betterment or Altruist. The annual fee schedule for Altruist is the same as above. The annual fee schedule for Betterment is the same as above, but Birch Point receives a portion of the fee and Betterment receives a portion of the fee.
Fee Estimator
Contact
Brie Pio
Location
18 Central Street, Rockport, ME, 04856
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Birch Point Wealth Management LLC
Previous Registrations
Abacus Wealth Partners
State Registrations2 states
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