Brae Head manages fully discretionary equity, balanced, and fixed-income portfolios for individuals, families, institutions, and businesses. The firm focuses on building and protecting purchasing power over time while managing systematic and specific security risks. Led by Dennis M. O’Connor, Brae Head uses a disciplined investment approach that balances risk-free assets with diversified equities selected for profitability, financial strength, and sustainable growth. The firm also offers optional basic financial planning templates at no additional charge to help clients develop an optimal investment strategy. Client assets are held with an independent broker-dealer.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Requested cash balances are charged at 0.10%. Fees are negotiable at the firm's discretion.