Braypark Wealth Management

Fee-Only (% of Portfolio)

Braypark Wealth Management offers investment advice and asset management to individuals and other entities. The firm creates tailored portfolios using stocks, bonds, ETFs, and other securities. They also offer retirement plan consulting to employer plan sponsors. Braypark acts as a fiduciary, aiming to meet client financial goals while considering risk tolerance and time horizons.

Assets Under Management$25M
Clients83
Advisors4
Avg. per Client$300K
Avg. per Advisor$6.2M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4 Advisors at this firm

Braypark Wealth Management | TrueAdvisor