Birchwood Financial Partners offers personalized financial planning and investment management services primarily to individuals and couples. The registered investment advisor helps clients align their financial resources with their lifetime goals through custom portfolio management, asset allocation, and comprehensive financial planning. Birchwood Financial Partners builds diversified portfolios using Modern Portfolio Theory and provides both discretionary and non-discretionary investment management. In addition to managing investments, the firm assists with retirement planning, tax strategies, cash flow management, estate planning, and education funding. Birchwood Financial Partners serves individuals, high-net-worth clients, business owners, and corporate executives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable and billed quarterly in advance. Accounts within the same household may be combined for a reduced fee.
