Birch Point Wealth Management offers investment management based on your goals, risk tolerance, and time horizon. They create a plan to select a portfolio that matches your specific situation. Birch Point may also recommend allocating some or all of your investment portfolio to a managed account program with Betterment or Altruist. Birch Point also offers standalone financial planning services covering investments, insurance, taxes, retirement, college, and debt.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees are negotiable. Birch Point may direct clients to Betterment or Altruist. The annual fee schedule for Altruist is the same as above. The annual fee schedule for Betterment is the same as above, but Birch Point receives a portion of the fee and Betterment receives a portion of the fee.