BRIA Capital Group, LLC manages investment portfolios and provides comprehensive financial planning, retirement planning, and general consulting services for individuals, families, and businesses. BRIA Capital Group, LLC builds diversified portfolios utilizing stocks, bonds, mutual funds, exchange-traded funds, closed-end funds, and certificates of deposit, tailored to each client's specific investment goals and risk tolerance. The firm also offers faith-based, biblically responsible investing options upon request. In addition to investment management, BRIA Capital Group, LLC provides structured financial planning services through tiered subscription levels, covering cash flow, insurance analysis, retirement income planning, tax management, and estate planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fee is up to 2.0% annually and is negotiable based on the size, complexity, and nature of the portfolio.