Birch Hill Investment Advisors provides investment management, financial planning, and wealth management services. They work with clients to establish financial goals, risk tolerance, and investment time horizons, then structure portfolios to meet those goals. Birch Hill's services include retirement planning, cash-flow analysis, education planning, and charitable giving strategies. They also coordinate with attorneys and accountants for tax and estate planning.
Assets Under Management$2.9B
Clients195
Advisors9
Avg. per Client$15M
Avg. per Advisor$330M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum annual fee of up to $20,000. Birch Hill may, at its discretion, charge a lesser fee than the stated minimum or reduce its standard investment management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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