Brickell Investments provides personalized investment management services to clients. Brickell gathers information about clients' financial holdings, investment objectives, risk tolerance, and time horizon to construct a suitable investment strategy. Brickell primarily invests in exchange-listed securities, over-the-counter securities, foreign securities, corporate debt, U.S. government securities, mutual funds, exchange-traded funds, and certificates of deposit.
Assets Under Management$5.4M
Clients14
Advisors1
Avg. per Client$390K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 0.80% |
Fees are negotiable in certain instances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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