Breakaway Independent Advisors (BIA) provides investment management, financial planning, and recommends third-party money managers. BIA manages portfolios for individuals, high-net-worth individuals, families, trusts, and corporations. BIA primarily invests in equities, fixed income, mutual funds, and exchange-traded funds. Clients can impose reasonable restrictions on their portfolios.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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