Birchwood Financial Partners provides personalized financial planning and investment management services. They work primarily with individuals and couples, offering custom portfolio management on a discretionary or non-discretionary basis. Birchwood also provides financial planning and consulting services covering areas like retirement, taxes, and estate planning. They may also enter into sub-advisor agreements with other registered investment advisors.
Assets Under Management$850M
Clients763
Advisors9
Avg. per Client$1.1M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$1.5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The fee schedule is a blended schedule. The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
