| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2M+ | 0.65% |
Annual Wealth Management Fees are negotiable at the sole discretion of BRIA.
4238 Washington Street, Suite 311, Roslindale, MA, 02131
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →