Brickley Wealth Management offers investment advisory services, including comprehensive portfolio management and financial planning. The firm works with clients to understand their financial goals, risk tolerance, and time horizons. Brickley Wealth also provides retirement plan consulting services to employer plan sponsors. The firm acts as a fiduciary, prioritizing client interests.
Assets Under Management$820M
Clients194
Advisors5
Avg. per Client$4.2M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual fee charged for Comprehensive Portfolio Management services will not exceed 1.00%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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