Birch Investment Management offers investment management, financial planning, and wealth management services. As a fee-only firm, Birch Investment Management is only compensated by its clients. Wealth management includes both investment management and financial planning. Financial planning services are offered on a project basis.
Assets Under Management$20M
Clients44
Advisors1
Avg. per Client$460K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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