BR Capital Advisors offers investment advice to high net worth individuals, trusts, family offices, and institutions. BR Capital provides both discretionary and non-discretionary investment advisory services. For non-discretionary clients, BR Capital provides research, advice, and recommendations, but the client must provide specific consent prior to each transaction. BR Capital also offers a wrap fee program through Insigneo Securities, LLC.
Assets Under Management$310M
Clients325
Advisors1
Avg. per Client$970K
Avg. per Advisor$310M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.65% |
Fees negotiable above $25 million. Discretionary accounts are subject to an annual advisory fee of 1.00% on assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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