Breakforth Investment Management provides personalized financial planning and investment management services to individuals. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance overview, investment management, education funding, retirement planning, and estate planning. Breakforth Investment Management is a fee-only firm and does not accept commissions.
Assets Under Management$16M
Clients25
Advisors1
Avg. per Client$650K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$0
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees of assets above $5,000,000 are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...