Brokerage Specialists provides investment management and financial planning services. For investment management, they offer both discretionary and non-discretionary options. Financial planning covers retirement, estate, taxes, and college planning. They also offer ERISA plan services to qualified retirement plans. Brokerage Specialists may recommend third-party managers and receive referral fees.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
www.brokeragespecialists.com ·splashee.thefinancialhq.com/bsiwealthmanagement... ·colorofmoneyriskanalysis.com
Fee Structure
Investment management only (planning not offered)
Brokerage Specialists offers investment management services where you pay a percentage of your portfolio's value each year.
- For accounts where Brokerage Specialists makes the trades, the fee is 1.25% annually.
- For accounts where you approve each trade, the fee is 1% annually.
The annual fee is negotiable based on various factors. Fees are billed quarterly.
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