Brick Capital Management is an investment management firm that provides financial advisory and investment management services to credit unions. Brick Capital Management offers non-discretionary investment recommendations and develops investment policies in consultation with the credit union's management. Brick Capital Management focuses on the credit union's balance sheet, interest rate risk, liquidity, income needs, and investment restrictions.
Assets Under Management$2.7B
Clients18
Advisors1
Avg. per Client$150M
Avg. per Advisor$2.7B
Fee Structure
Investment management only (planning not offered)
Brick Capital Management charges a fixed annual fee based on the total investment portfolio size.
- Up to $20 Million: $10,000
- $20 - $30 Million: $12,500
- $30 - $40 Million: $15,000
- $40 - $50 Million: $17,500
- Over $50 Million: Negotiable
The fixed fee arrangements are negotiable and will be determined on the basis of the amount and composition of the assets under management.
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