L.J. Brey, Inc. provides initial and ongoing financial planning and investment management services. When preparing financial plans, L.J. Brey reviews topics such as client values and goals, cash flow and budgeting, personal balance sheets, emergency planning and insurance options, debt, employer benefits, retirement goals, estate planning goals, tax issues, and investment policies. Investment advisory services focus on supporting the overall client plan, implementing strategies primarily through research-supported, institutional-class, disciplined mutual funds such as the Dimensional Fund Advisors family of funds. L.J. Brey requires clients to provide discretionary authority to manage their accounts and generally requires an initial account minimum of $2,000,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Accounts over $2.5 million are charged a flat 0.50%. Separate fee schedule applies for investment management without financial planning.