Brewster Financial Planning provides financial planning and investment management services. Brewster Financial Planning works with individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. The firm creates financial plans covering financial goals, cash flow, tax planning, insurance, investments, retirement, and estate planning. Brewster Financial Planning is a fee-only firm and does not sell financial products or receive commissions.
Assets Under Management$240M
Clients119
Advisors3
Avg. per Client$2M
Avg. per Advisor$80M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$8,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $8.0M | 0.50% |
| $8M+ | 0.40% |
Minimum annual fee of $8,500, which is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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