BRK Wealth Management offers investment advisory services, including reviewing client investment objectives, recommending asset allocation strategies, and preparing written investment strategies. BRK also provides one-time financial planning consulting services, such as risk assessment, investment planning, estate planning, and financial organization. BRK provides both discretionary and non-discretionary investment advisory services.
Assets Under Management$6.3M
Clients7
Advisors1
Avg. per Client$900K
Avg. per Advisor$6.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable and may be lower than the standard fee shown.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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