Bravias Financial offers investment management services, which include financial planning at no extra charge. Alternatively, clients can engage Bravias Financial for standalone financial planning services. Financial plans can be comprehensive or modular, covering topics like cash flow, income planning, education funding, insurance, retirement, tax, estate management, and philanthropy. Bravias Financial may recommend its investment management services or affiliated insurance agency to implement financial plans, creating a conflict of interest.
Assets Under Management$180M
Clients407
Advisors6
Avg. per Client$440K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $2.0M | 1.40% |
| $2M+ | 1.30% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...