Brandsma Capital provides financial planning and investment management services tailored to each client's goals and risk tolerance. Financial planning covers areas like retirement, college, and tax planning. Clients can choose ongoing planning, hourly advice, or a one-time comprehensive plan. Investment management includes creating a personalized investment policy and managing portfolios with either discretionary or non-discretionary authority.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Clients with less than $100,000 in Assets Under Management (AUM) incur a flat fee of $25/month.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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