L.J. Brey, Inc. offers financial planning and investment management services. Financial planning covers topics like cash flow, retirement, and estate planning. Investment management focuses on supporting the overall financial plan, primarily using institutional-class mutual funds like Dimensional Fund Advisors. L.J. Brey requires an initial account minimum of $2,000,000, but may waive this at their discretion.
Assets Under Management$120M
Clients61
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.50% |
For clients who receive investment management services without financial planning (typically friends and family), the following fee schedule applies: - Under $100,000 — $100 per year - Over $100,000 under $250,000 — $500 per year - Over $250,000 under $500,000 — $1,250 per year - Over $500,000 — 0.75% per year
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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