Breidenbach Capital Consulting is a fee-only registered investment advisor offering both institutional and wealth management services. For individuals, they provide project-based financial planning, consulting, and asset allocation services, as well as portfolio management. They tailor their investment advice to meet individual client needs and objectives.
Assets Under Management$61M
Clients57
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.5M | 1.00% |
| $3.5M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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