Birch Wealth Management offers investment advice tailored to individual needs. They provide portfolio management with discretionary authority, financial planning services ranging from broad to single-subject planning, and financial consulting on specific topics like risk management and investment planning. Birch Wealth Management advises on equity securities, exchange traded funds (ETFs), and money market funds.
Assets Under Management$62M
Clients176
Advisors2
Avg. per Client$350K
Avg. per Advisor$31M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.5M | 1.20% |
| $1.5M - $4.0M | 0.90% |
| $4M+ | 0.70% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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