BRsquared L.L.C. (BRS) provides ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. BRS creates an Investment Policy Statement for each client. BRS also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. BRS generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds and commodities.
Assets Under Management$14M
Clients13
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$7M
www.br2financialplanning.com ·linkedin.com/in/rachna-bijlani-cfp®-191430103 ·linkedin.com/in/rajeshbijlani
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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