Birch Financial Group provides financial planning and investment management services to individuals, families, and businesses. Birch Financial Group offers advice on stocks, bonds, mutual funds, and ETFs. They may also recommend outside investment managers. Birch Financial Group also offers financial planning services covering areas like retirement, taxes, insurance, and estate planning.
Assets Under Management$260M
Clients192
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $2.0M | 0.90% |
| $2.0M - $12.0M | 0.80% |
| $12.0M - $22.0M | 0.65% |
| $22.0M - $32.0M | 0.40% |
| $32M+ | 0.05% |
Minimum annual fee of $5,000. If BFG 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. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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