Braverman Wealth Advisors manages investment portfolios based on individual client needs, including risk tolerance and financial goals. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. Braverman Wealth Advisors may use sub-advisors to manage accounts, but clients won't pay a higher fee as a result.
Assets Under Management$6.5M
Clients2
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$6.5M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.75% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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