Brick and Kyle Associates offers investment management tailored to individual client needs, considering their goals, risk tolerance, and time horizon. They manage portfolios on a discretionary basis, allowing clients to place reasonable restrictions. The firm also provides financial planning, creating written reports to help clients reach their financial goals, covering areas like taxes, cash flow, investments, insurance, retirement, education, and estate planning. They also provide general non-securities advice on tax, budgetary, estate, and business planning.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable on a per client basis.