Bruton Chisnell offers financial planning, consulting, and investment management services tailored to individual client needs. They manage assets through independent managers, mutual funds, and ETFs. Bruton Chisnell consults with clients to determine risk tolerance and investment objectives, ensuring suitable investments. Clients are advised to promptly notify Bruton Chisnell of any changes in their financial situation or investment objectives.
Assets Under Management$760M
Clients689
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.30% |
| $15M+ | 0.30% |
Fees negotiable for accounts over $15,000,000. The Firm reserves the right to charge a minimum fee of 1.50% on accounts that are under $150,000 in value.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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