Brodie Wealth Management offers wealth management and financial planning services to individuals, trusts, estates, corporations, and other business entities. Services include financial planning, portfolio management, retirement plan advisory services, insurance recommendations, and coordination with affiliated professionals on tax and estate planning matters. Investment strategies are tailored to each client’s objectives, risk tolerance, and time horizon.
Assets Under Management$380K
Clients6
Advisors1
Avg. per Client$63K
Avg. per Advisor$380K
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.15% |
| $1.5M+ | 1.00% |
Advisory fees are negotiable and capped at 1.75% annually. For non-discretionary, client-directed accounts, the advisory fee is 0.50% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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