Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
183 clients
Average Client Portfolio
$853K average
Assets Under Management
$156.1M
Fee Structure
Minimum Investment:$300K
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$2,550
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Contact
Brian Paul Doherty
Location
4238 Washington Street, Suite 311, Roslindale, MA, 02131
Get directionsHistory
Regulatory History
Clean regulatory record
No 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 →Employment History
Current Registrations
Balanced Rock Investment Advisors
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Honest Asset Management LLC
March 2021 - May 2022 · 1 yr 2 mos
State Registrations4 states
CALAMATX
Advisor
Exams
No exam information available for this advisor.
Contact
Brian Paul Doherty