Brick Street Financial provides investment management services, managing individually tailored investment portfolios based on clients' goals and risk tolerance. They also offer financial planning services, creating detailed plans to help clients achieve their financial objectives. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies.
Assets Under Management$360K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$360K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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