Brodie Wealth Management provides comprehensive wealth management, financial planning, and investment advisory services to individuals, families, trusts, and small businesses. Founded in 2025 and based in Cary, North Carolina, the registered investment advisor tailors its services to each client's specific financial goals, time horizon, and comfort with risk. The firm manages investment portfolios on both a discretionary and non-discretionary basis, using traditional investments like stocks, bonds, mutual funds, and exchange-traded funds, as well as alternative assets where appropriate. In addition to portfolio management, Brodie Wealth Management offers specialized services such as retirement plan consulting, management of held-away retirement accounts, and educational seminars. Through an affiliation with an associated accounting firm, clients also have access to coordinated tax and estate planning services. The firm charges fees based on a percentage of the assets under management, hourly rates, or fixed project fees, and maintains a standard account minimum of $25,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.15% |
| $1.5M+ | 1.00% |
Fees are negotiable and capped at 1.75% annually. Client-directed non-discretionary accounts are charged 0.50% annually.