Birchbrook
Assets Under Management
$259.0M
Number of Clients
293
Number of Advisors
6
Avg. Portfolio per Client
$884K
Avg. Managed per Advisor
$43.2M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
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.
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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Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate Planning
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Location
82 Columbia St, Bangor, ME, 04401