Right Brain Money offers financial planning and investment management services. They work with clients to understand their financial situation and goals, then create a plan and adjust it as needed. Right Brain Money often uses third-party investment managers to manage client assets, selecting managers based on the client's needs and risk tolerance. They act as a communication link between the client and the third-party manager.
Assets Under Management$42M
Clients94
Advisors1
Avg. per Client$450K
Avg. per Advisor$42M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The 1% annual management fee does not include third party fees (e.g. custodial account fees, third-party manager fees, mutual fund expenses).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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