The Breit Group offers investment management, financial counseling, family office services, and employee benefit retirement plan services to individuals, families, and businesses. Breit's investment approach is long-term, focusing on tax efficiency and reducing downside risk. Financial counseling services address investment, retirement, tax, estate, cash flow, philanthropic, education, and risk management planning. Breit may provide investment advice on accounts held away from primary custodians, such as 401(k)s and 529 plans.
Assets Under Management$100M
Clients57
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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