Brewer Financial Strategies offers investment management and financial planning services to individuals, high-net-worth individuals, and charitable organizations. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Investment management involves creating and managing portfolios based on a client's goals and risk tolerance.
Assets Under Management$7.2M
Clients13
Advisors1
Avg. per Client$550K
Avg. per Advisor$7.2M
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 | 1.10% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
If Brewer Financial Strategies utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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