N.R. Brayton CFA manages investment portfolios for individuals, families, and trusts. They offer both discretionary portfolio management, where they make trades for you, and non-discretionary investment advising, where you make the trades yourself based on their advice. N.R. Brayton CFA focuses on publicly-traded securities and does not work with institutional investors like pension funds.
Assets Under Management$91M
Clients21
Advisors1
Avg. per Client$4.3M
Avg. per Advisor$91M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.90% |
| $1.5M - $3.0M | 0.60% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable above $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...