Brokaw Rice Investment Advisors provides financial advisory services tailored to each client's individual needs. This includes considering the type of account, risk tolerance, tax considerations, and preferences for investments like mutual funds, exchange traded funds (ETFs), and publicly traded stocks. Clients can also impose restrictions on specific securities or types of securities. Brokaw Rice manages assets on a discretionary basis and does not participate in wrap programs.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are negotiable and currently range between 0.0% and 1.2% per year.