Brickstone Advisors manages investment portfolios and provides financial planning and consulting services. These services include tax planning, asset allocation, risk management, and retirement planning. Brickstone also offers ongoing financial planning services to ensure the initial recommendations are implemented and adjusted as needed.
Assets Under Management$1.6M
Clients4
Advisors1
Avg. per Client$390K
Avg. per Advisor$1.6M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $200K | 1.10% |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees are negotiable. They may waive the financial planning fees if you engage their asset management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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