Brio Financial Group offers investment advice and asset management to individuals and other clients. Brio also provides financial planning and consulting services covering investment, retirement, estate, tax, and insurance planning. Brio also offers retirement plan consulting services to employer plan sponsors.
Assets Under Management$840M
Clients767
Advisors15
Avg. per Client$1.1M
Avg. per Advisor$56M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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