Firebrand Wealth Management offers personalized investment management and financial planning services for individuals, families, and business owners. The firm primarily utilizes passive investment strategies, building diversified portfolios with exchange-traded funds, mutual funds, individual stocks, bonds, and options tailored to each client's specific goals and risk tolerance. In addition to portfolio management, Firebrand Wealth Management provides comprehensive financial planning covering retirement projections, tax strategies, estate planning, cash flow and debt management, employee benefits optimization, college savings, and risk management. Clients with a portfolio value of $750,000 or more receive financial planning included as part of their investment management fees. For clients below this asset minimum, standalone financial planning is available on an ongoing annual fixed-fee basis. Firebrand Wealth Management operates as a registered investment advisor and acts in the best interest of its clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable. Financial planning is included for accounts meeting the $750,000 minimum.