Bricker Financial Planning offers financial planning services ranging from comprehensive plans to focused consultations. They also provide investment management services, creating portfolios using programs available on the Orion Portfolio Solutions platform. Bricker Financial Planning works with clients to understand their investment objectives, time frame, and risk tolerance. Educational seminars are also offered.
Fee Structure
Bricker Financial Planning charges a percentage of your portfolio's value each year for investment management. There are two fee schedules: one for Bricker Financial Planning directly and another for the Customized Orion Portfolio Solutions platform. A minimum annual fee of $750 applies.
Bricker Financial Planning Fee Schedule:
- First $1,000,000: 0.90% per year
- $1,000,001 - $2,500,000: 0.80% per year
- $2,500,001 - $5,000,000: 0.70% per year
- $5,000,001 and Over: 0.60% per year
Customized Orion Portfolio Solutions Fee Schedule:
- First $100,000: 0.28% per year
- $100,000 - $250,000: 0.24% per year
- $250,000.01 - $1 Million: 0.16% per year
- $1 Million and Over: 0.08% per year
In addition to Bricker Financial Planning's investment management fees, clients will pay an annualized platform fee to Orion Portfolio Solutions. All fees are negotiable.