Birchcreek Wealth Management provides wealth management solutions to individuals, high net worth individuals, families, trusts, estates, and retirement plans. Birchcreek Wealth offers financial planning services, investment management, and collaborative consulting services. Financial planning services may be included in an overall wealth management engagement or provided as a separate service.
Fee Structure
Birchcreek Wealth charges a percentage of your portfolio each month, calculated based on the value of your investments at the end of the previous month. The annual fee ranges from 0.25% to 1.50%, depending on the complexity of the services, the amount of assets managed, and the overall relationship with Birchcreek Wealth. Financial planning services may be included at Birchcreek Wealth's discretion.
