Birch Elliott Financial manages investment portfolios based on clients' individual needs and goals. They use exchange traded funds, bonds, and mutual funds. Birch Elliott also offers financial planning, covering areas like cash flow, college savings, estate planning, retirement, and tax strategies. They work with clients to develop and implement their financial plans, monitoring and updating them regularly.
Assets Under Management$52M
Clients79
Advisors1
Avg. per Client$650K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$150K
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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