Brae Head, Inc. manages investment portfolios for individuals, families, institutions, and businesses on a fee-only basis. Brae Head's investment approach focuses on building and protecting purchasing power over time by managing systematic and non-systematic risk. Each client portfolio is individually managed, and Brae Head offers basic financial planning as an optional service at no charge.
Assets Under Management$82M
Clients65
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$82M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are negotiable. Cash balances maintained at client's request are charged 0.10%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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