Birchwood Capital provides ongoing financial planning and investment management services. Financial planning involves working with a planner to develop and implement a financial plan, monitoring it, and recommending changes as needed. Investment management is included with financial planning and involves managing individually tailored investment portfolios on a discretionary basis. Birchwood uses passive investment strategies, primarily recommending mutual funds and exchange-traded funds.
Assets Under Management$110M
Clients53
Advisors2
Avg. per Client$2M
Avg. per Advisor$53M
Fee Structure
Planning is included in investment management
Investment management is included at no additional charge for clients who engage in Birchwood's ongoing financial planning service. Birchwood does not offer investment management as a standalone service.
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