BR Wealth Management provides investment advice and portfolio management services tailored to individual client needs. They offer both discretionary and non-discretionary portfolio management, along with financial planning and consulting services covering areas like retirement, tax, and estate planning. BR Wealth Management may recommend third-party money managers and utilizes Betterment for Advisors, a robo-advisor platform, for some clients.
Fee Structure
BR Wealth Management charges an annual fee based on the value of your portfolio, ranging from 0.25% to 1.25%. This fee is calculated and paid quarterly, in advance. The specific fee depends on factors like your asset level and the scope of financial planning services provided. If third-party money managers are used, their fees are separate and in addition to BR Wealth Management's fees, but the total advisory fees will not exceed 2.00% of your portfolio. BR Wealth Management also uses Pontera to manage held-away accounts, such as 401(k)s, with fees assigned to the client's taxable accounts or invoiced directly.