Brigman Wealth Management provides investment advice regarding the allocation of assets, including money market investment trusts, annuities, and other investments. When managing accounts, Brigman Wealth Management does so on a discretionary basis, limited to stocks, bonds, mutual funds, exchange traded funds, and government securities. The firm attempts to meet with clients at least once a year to assess risk tolerance and portfolio positions.
Assets Under Management$5.4M
Clients38
Advisors1
Avg. per Client$140K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Brigman Wealth Management's management fee is based on the value of your managed accounts and is paid quarterly, in advance. Your starting fee is 1.75%. The annual fee ranges from 1% to 2%, depending on the size and complexity of your account. Fees for accounts over $2 million are negotiable.
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