Brass Capital provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. Brass Capital also offers financial planning services, including cash flow management, tax planning, estate planning, insurance oversight, philanthropic planning, and business structuring. They also offer ongoing financial planning services for a flat annual fee.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable based upon the type of client, the complexity of the client's situation, the relationship of the client with the investment advisor representative, and the other services that Brass Capital may provide to the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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