Firebrand Wealth Management provides continuous investment advice and manages client funds based on individual needs. They allocate assets among ETFs, mutual funds, and individual securities. Firebrand also offers financial planning services, creating detailed plans to help clients achieve their financial goals, covering areas like retirement, taxes, and estate planning. For clients with assets under management of $750,000 or more, financial planning services are included as part of the investment management fees.
Assets Under Management$56M
Clients80
Advisors4
Avg. per Client$700K
Avg. per Advisor$14M
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Fee Structure
Minimum Investment:$750K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable on a per client basis. For assets over $5,000,000, contact for a custom quote.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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