Braintrust Capital, LLC offers investment advice to individuals and other clients. Services include asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting. Braintrust also offers retirement plan consulting to employer plan sponsors. Investment strategies are tailored to client needs and goals.
Assets Under Management$94M
Clients65
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$94M
www.linkedin.com/company/braintrust-capital-llc... ·www.braintrustcapital.com ·www.linkedin.com/in/roger-graham-jd-cima%c2%ae-...
Fee Structure
Planning is included in investment management (also available separately)
Braintrust Capital offers asset management and comprehensive portfolio management services. The maximum annual fee is 2.00% of the value of your account, billed quarterly in advance. Fees are negotiable. For royalty interests, fees are billed quarterly in arrears.
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