Breen Wealth Management is a wealth management firm offering financial planning, consulting, and investment management. They work with individuals and employer retirement plans. Breen Wealth Management creates investment portfolios using low-cost exchange-traded funds and institutional mutual funds. They review accounts quarterly and rebalance as needed. They also offer standalone financial planning and consulting services on an hourly basis.
Assets Under Management$320M
Clients178
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Fees for the Private Client Group services generally vary between 0.60% - 1.40% annually, depending upon the size and composition of a client's portfolio and the complexity of the engagement with the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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