Brevity & Associates provides financial solutions to help clients achieve their financial goals. They offer portfolio management, focusing on stocks, bonds, mutual funds, and exchange-traded funds. They also offer financial planning services covering areas like goal setting, education, taxes, estate planning, retirement, investments, giving, real estate, and insurance. Brevity works to understand each client's unique situation and develop tailored strategies.
Assets Under Management$19M
Clients81
Advisors1
Avg. per Client$230K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for portfolios over $5,000,000. Fee may be reduced or waived on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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