BirdRock Wealth offers investment advice and supervisory services, focusing on equities, options, debt instruments, governmental securities, mutual funds, and exchange-traded funds. They also advise high-net-worth individuals on managing business and real estate holdings. Their core strategies include Small Cap Value, Large Cap Value, and Tactical Asset Allocation Strategies using ETFs. Financial planning models are available to high-net-worth individuals at no cost, with BirdRock implementing the investment portion.
Assets Under Management$140M
Clients212
Advisors6
Avg. per Client$640K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable at BirdRock's discretion. Clients who engaged BirdRock prior to the current minimum fees will be held to the fee schedule in place at the time their contract was signed.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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