Birch Elliott Financial offers personalized investment management and financial planning services for individuals and families. The firm builds customized portfolios using exchange-traded funds, mutual funds, bonds, and government securities, focusing on a passive investing approach aligned with each client's goals and risk tolerance. In addition to managing investments, Birch Elliott Financial provides comprehensive financial planning covering areas such as retirement planning, tax strategies, cash flow and debt management, college savings, employee benefits optimization, and estate planning. The firm is led by Jennifer de Thomas and operates out of Portland, Oregon.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
Fees are negotiable. The fee schedule is blended across household accounts.