BRC Financial Planning offers investment management and financial planning services to individuals, families, and businesses. As a fee-only firm, BRC Financial Planning only receives compensation from clients for their services. Financial planning covers areas like retirement, taxes, insurance, and estate planning. Investment management is tailored to each client's goals and risk tolerance, and may include the use of outside managers like Betterment.
Assets Under Management$4.2M
Clients44
Advisors1
Avg. per Client$95K
Avg. per Advisor$4.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.75% |
| $300K - $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.50% |
For accounts held at Betterment, Betterment charges a fee ranging from 0.12% to 0.25% of account balances. This fee is included in BRC Financial Planning's fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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