Brindle & Bay Financial Advisors provides financial planning and investment management services. They evaluate your financial situation, goals, and risk tolerance through interviews and questionnaires to create a financial plan. This plan may cover net worth, cash flow, taxes, insurance, estate planning, retirement, and Social Security. For investment management, they create a portfolio based on your objectives, timeframe, and risk, primarily using exchange traded funds, but may also use stocks, bonds, mutual funds or money market funds.
Assets Under Management$110M
Clients147
Advisors3
Avg. per Client$780K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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