Brunger Financial offers ongoing portfolio management services based on individual client goals and risk tolerance. They create investment plans and manage client portfolios using mutual funds, ETFs, equities, and other securities. Brunger Financial also offers financial planning services on a one-time or ongoing basis. Clients may impose restrictions on investments, but Brunger Financial reserves the right to end the relationship if restrictions prevent them from properly servicing the account.
Assets Under Management$19M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees above $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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