Brave New Wealth provides investment management and financial planning services. Investment management is offered on a discretionary, non-discretionary, and advisory-only basis. Financial planning covers cash flow, retirement, education, insurance, estate, and tax planning. New clients pay a flat annual fee based on complexity and service needs, while legacy clients may remain on a percentage-of-assets fee schedule. Brave New Wealth may recommend sub-advisors for specialized strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Schedule applies to legacy clients only (signed agreements before March 31, 2026). New clients pay a flat annual fee. Accounts belonging to spouses and immediate household members may be combined in applying the fee schedule. Under no circumstance will clients be charged a total management fee exceeding the industry average of 3%.
