Brave Family Advisors (BFA) manages investment accounts for clients on a discretionary basis, and non-discretionary upon request. BFA personalizes services after reviewing client needs and goals, determining risk tolerance, and building a balanced portfolio of equities and fixed income products. BFA also offers investment consulting services to retirement plans.
Assets Under Management$540M
Clients361
Advisors6
Avg. per Client$1.5M
Avg. per Advisor$90M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The advisory fees charged by BFA are negotiable and on a tiered fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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