Branch Capital Management manages investment portfolios for individuals, high net worth individuals, and charitable organizations. They use a technical investment approach to align your risk tolerance with market conditions. They primarily invest in mutual funds and exchange traded funds available through Charles Schwab. They also offer limited financial planning services related to investment management at no additional charge.
Assets Under Management$67M
Clients66
Advisors3
Avg. per Client$1M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.60% |
| $7.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees are negotiable above $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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