Brindle & Bay Financial Advisors is a registered investment advisor based in Frisco, Texas, providing personalized financial planning and investment management services. The firm evaluates each client's unique financial situation, risk tolerance, and long-term goals to build tailored portfolios, primarily utilizing exchange-traded funds alongside stocks, bonds, mutual funds, and money market funds. In addition to portfolio management, Brindle & Bay Financial Advisors creates comprehensive financial plans covering net worth statements, cash flow analyses, tax strategies, retirement planning, social security optimization, estate planning techniques, and insurance reviews including Medicare. The firm requires a minimum account size of $1,000,000, though this minimum is negotiable depending on circumstances.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable based on account size, services offered, and client circumstances. Minimum account size is $1,000,000, which may be waived at the firm's discretion.