Braun-Bostich & Associates provides customized investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and retirement plans. The firm builds diversified portfolios primarily using low-cost mutual funds, exchange-traded funds, individual stocks, and bonds tailored to each client's specific goals and risk tolerance. In addition to direct portfolio management, the firm may utilize independent managers and automated investment platforms like Vise. Braun-Bostich & Associates also offers ongoing and project-based financial planning covering retirement, taxes, estate planning, and cash flow analysis. The firm operates as a fiduciary, legally bound to act in its clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $35.0M | 0.40% |
| $35M+ | 0.35% |
Accounts with under $500,000 are charged 1.35%. Minimum annual fee of $11,000 generally applies. Fees are negotiable.