Birch Street Financial Advisors (BSFA) offers investment management through third-party sub-advisors and financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, and estate planning. BSFA works with clients to create tailored plans based on their individual circumstances and goals. Ongoing financial planning is also available for a recurring fee.
Assets Under Management$64M
Clients30
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.5M | 0.80% |
| $2.5M+ | 0.70% |
Fees may be negotiable. For household accounts valued from $200,000 to $400,000, there may be a minimum annual advisory fee of $4,000. For household account values under $200,000, BSFA will charge 2% of managed assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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