BRIA Capital Group provides financial solutions, including investment management and financial planning, to help clients achieve financial stability and independence. They focus on understanding clients' values, concerns, and objectives to develop a personalized Investment Policy Statement. Their services include creating diversified portfolios and offering financial planning to navigate unexpected events and provide financial security.
Assets Under Management$110M
Clients172
Advisors3
Avg. per Client$660K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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