Assets Under Management
$114.2M
Number of Clients
147
Number of Advisors
3
Average Client AUM
$777K
AUM per Advisor
$38.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Brindle & Bay Financial Advisors provides financial planning and investment management services. Financial plans cover net worth, cash flow, tax, insurance, estate, retirement, and social security planning. Investment management uses model portfolios with ETFs, stocks, bonds, and mutual funds.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Management fee is negotiable based on account size, services offered and individual client circumstances.
5899 Preston Rd, Ste. 1103, Frisco, TX, 75034