Brokaw Rice Investment Advisors, Incorporated

Fee-Only (% of Portfolio)

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.

Assets Under Management$6.2M
Clients18
Advisors2
Avg. per Client$340K
Avg. per Advisor$3.1M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.20%

Fees are negotiable and currently range between 0.0% and 1.2% per year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm