Assets Under Management
$3.3M
Number of Clients
23
Number of Advisors
2
Average Client AUM
$145K
AUM per Advisor
$1.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Briarwood Financial Planning LLC provides investment management services, ongoing comprehensive financial planning, and project-based financial planning. They manage individually tailored investment portfolios and offer the use of third-party managers. They also offer tax preparation and accounting services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
The annual fees are negotiable.
2801 Hollycroft Street, Ste B #1, Gig Harbor, WA, 98335