Behl Wealth Management provides tailored investment management, comprehensive financial planning, and personal tax preparation services. Founded in 2019 and led by Brian Behl, the firm focuses on building passive, diversified investment portfolios using index funds and exchange-traded funds based on each client's specific goals and risk tolerance. Financial planning services cover a broad range of topics, including retirement planning, tax strategies, estate planning, cash flow and debt management, college savings, employee benefits, and business consulting. Clients can choose between combined investment management and ongoing financial planning, or standalone financial planning services offered on an ongoing retainer, fixed project fee, or hourly basis. Behl Wealth Management emphasizes a passive investment strategy centered on fundamental analysis and low portfolio costs, while acting in the best interest of clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.55% |
Fees are negotiable and subject to a minimum annual fee of $4,000 per household.
