Brick House Strategic Wealth offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, businesses, retirement plans, and pension plans. Investment management involves creating a portfolio strategy based on the client's goals, risk tolerance, and financial situation, using ETFs, stocks, bonds, mutual funds, and independent managers. Financial planning services cover investment, retirement, estate, education, and business planning. Brick House Strategic Wealth may also refer clients to other specialists like accountants and attorneys.
Fee Structure
Brick House Strategic Wealth's fees for managing your investments are based on a percentage of the value of your portfolio, up to 1.50% annually. The exact percentage depends on the complexity of your situation, the amount they manage, and your overall relationship with them. Fees are paid quarterly, in advance. The firm may use independent managers, and in some cases, you'll be charged a separate fee by those managers.