Birath Wealth Management offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client to outline their current situation and construct a plan to select a suitable portfolio. Birath Wealth Management may also direct clients to third-party portfolio managers.
Assets Under Management$100M
Clients116
Advisors2
Avg. per Client$860K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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