Birchbrook provides investment management by creating and managing portfolios of stocks, mutual funds, ETFs, bonds, and cash equivalents. These portfolios are customized to each client's financial goals, time horizon, and risk tolerance. Birchbrook also offers financial planning consulting services, providing recommendations based on the client's best interests. Birchbrook also offers fiduciary services for estates and trusts.
Assets Under Management$260M
Clients293
Advisors5
Avg. per Client$880K
Avg. per Advisor$52M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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