Brannen & Lyle Investment Company provides customized investment advisory services, including asset management and financial planning. For asset management, they analyze your financial situation to determine a suitable asset allocation, which they then implement and manage. They primarily use mutual funds but may also include stocks, bonds, and exchange-traded funds. Financial planning services cover investment advice, retirement, education, and tax planning, based on your individual needs and goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The fee schedule is a blended fee schedule. Clients will pay a fee at each level. For mutual funds, the annual fee is 0.75% on the first $1,000,000 and 0.50% over $1,000,000. For cash or federal treasuries, the annual fee is 0.25%. The minimum fee is $1,500.