Brian Dennis, CFP® provides financial planning and asset management services to individuals, trusts, and estates. Financial planning covers areas like asset allocation, cash flow, college planning, estate planning, investment planning, retirement planning, and risk management. Brian Dennis also offers consultations for specific financial issues. For investment management, Brian Dennis manages accounts based on your financial situation, investment objectives, and risk tolerance.
Assets Under Management$530K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$530K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Although the maximum fee charged is 1.00%, the annual fee can be as low as 0.50%. The range in fees charged for asset management services is because they are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...