Briarwood Financial Planning manages investment portfolios and offers financial planning services, including ongoing comprehensive planning and project-based planning. The firm works with clients to establish financial goals, analyze their financial situation, and develop a plan to achieve their objectives. Briarwood Financial Planning may also recommend third-party managers for portfolio management services.
Assets Under Management$3.3M
Clients23
Advisors2
Avg. per Client$150K
Avg. per Advisor$1.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees are negotiable. For individuals with $100,000 or couples with $150,000 in assets under management, Ongoing Comprehensive Financial Planning services may be included free of charge. iCapital's fees are in addition to BFP's fees, typically ranging from 0.15% to 1.25% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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