Brascia Investment Management provides investment management and financial planning services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Brascia Investment Management is a fee-only firm and does not receive commissions. Investment advice is provided, with the client making the final decision on investment selection.
Assets Under Management$37M
Clients30
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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