Branches + Roots Investment Management (BRIM) offers investment advice tailored to clients' needs, including asset allocation strategies using various investment products. BRIM also provides financial planning consulting services covering risk assessment, investment planning, estate planning, and financial organization. BRIM provides these services through its Investment Advisory Representatives (IAR).
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.49% |
| $5M+ | 0.12% |
Fees are negotiable and may be lower than the standard fee shown.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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