D.M. Brenner, Inc. provides customized financial planning and investment advisory services. Financial planning helps clients meet their goals through consultations and planning tools. Asset management aligns investments with client goals and risk tolerance using various securities. They also offer consulting services to qualified retirement plans. Clients receive a written agreement detailing the terms of service, and can cancel at any time with 5 days written notice.
Fee Structure
D.M. Brenner, Inc. offers asset management services where they align your investment portfolio with your financial goals and risk tolerance. They create asset allocation models using various securities. The annual advisory fee will not exceed 1.25% of your portfolio. Fees are billed monthly or quarterly based on the average daily balance and are deducted from your account. Fees are negotiable.
They also offer combined financial planning and asset management for a single fee, which will not exceed 1.75% per year of your portfolio.
Keep in mind that third-party managers may charge separate fees.