Brennan Financial Group offers personalized financial planning and investment management advice to individuals, trusts, estates, and small businesses. This includes determining financial objectives, identifying financial problems, cash flow management, tax planning, education funding, retirement planning, and estate planning. Brennan Financial Group also provides tax preparation and bookkeeping services. Investment advice is provided with the client making the final decision on investment selection.
Assets Under Management$50M
Clients33
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2M+ | 0.70% |
Minimum annual fee of $6,000 is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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