Braintrust Investment Advisors (BIA) provides investment advice focused on asset allocation. Clients can access advice through an automated portfolio builder or through an advisor via phone or video call. BIA considers your financial situation and investment goals to recommend a portfolio strategy. Clients must approve the proposed portfolio before BIA executes any investments. BIA does not take custody of client assets.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The fee is 0.50% annually for the automated portfolio-builder and 1.00% annually for the advisor-managed (phone/video) account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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