BRG Financial provides investment management services to individuals and businesses, tailoring strategies to their goals and risk tolerance. BRG also offers services to retirement plans, acting as either a limited scope fiduciary or an investment manager. As a fiduciary, BRG is legally required to act in the client's best interest.
Assets Under Management$6M
Clients23
Advisors1
Avg. per Client$260K
Avg. per Advisor$6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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