Brohl Financial offers wealth management services to individuals and high net worth individuals. This includes investment management using mutual funds, exchange-traded funds, individual stocks and bonds, and financial planning services covering areas like retirement, education, and insurance needs. Brohl Financial may recommend unaffiliated investment managers for a portion of a client's portfolio.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees may be negotiable. The total blended fee, including Brohl Financial's fee and any independent manager's fee, will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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