Bruin Wealth Advisors (BWA) provides ongoing portfolio management based on individual client goals and risk tolerance. BWA also offers financial planning covering investments, insurance, retirement, college, and debt. BWA may recommend third-party investment advisors and monitors assets held outside of client custodial accounts. BWA also offers consulting services to pension and employee benefit plans.
Assets Under Management$37M
Clients48
Advisors2
Avg. per Client$770K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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