Brenneman Investment Adviser (BIA) offers investment advice to individuals and small businesses, creating personalized investment plans based on their goals and circumstances. BIA manages portfolios with various investments, including stocks, bonds, mutual funds, and ETFs. Clients can place reasonable restrictions on investments. BIA also provides financial planning and consulting services on an hourly or fixed-fee basis. Implementation of financial plan recommendations is at the client's discretion.
Fee Structure
Brenneman Investment Adviser (BIA) charges a percentage of your portfolio's value for investment management. The fee is calculated at the end of the previous quarter and billed in advance each quarter. The exact percentage depends on the size of your portfolio. There are two fee schedules:
All Asset Portfolio
Fund Only Portfolio
There is a minimum quarterly fee of $350 for the All Asset Portfolio and $250 for the Fund Only Portfolio.