Balanced Rock Investment Advisors (BRIA) offers wealth management and financial planning services. BRIA is a fee-only advisor, meaning it's only compensated by clients. BRIA provides wealth management, including financial planning and investment management, and also offers financial planning and consulting services on an hourly or project basis. BRIA also offers a DIAL-In service to help clients make direct investments outside of BRIA's discretionary management.
Assets Under Management$160M
Clients183
Advisors4
Avg. per Client$850K
Avg. per Advisor$39M
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Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,550
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2M+ | 0.65% |
For direct investments made through our Dial-In program, we charge an annual Wealth Management Fee of 0.85% for each investment made based on the amount of capital initially invested. Annual Wealth Management Fees are negotiable at the sole discretion of BRIA.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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