Fees

I charge for two services, Financial Planning and Investment Management. I only get paid by my clients and do not ever accept commissions or compensation from any other firm. Staying independent, I never have to push my clients into expensive products. 

Financial Planning Icon

Comprehensive Financial Planning

This is a project-based flat fee depending on the complexity of your situation. More complexity takes more time to complete. I will need to find out more about your particular situation to quote a financial planning fee. If you have assets over $500,000 managed by Birch Point Wealth, financial planning fees are waived.

Hourly Financial Planning

By request, I have started offering hourly financial planning. The hourly fee is $250/hr. This is typically not the best fit for most clients and is best suited to those needing very specific financial advice and is limited in scope.

 
Investment Management Icon

Investment Management

Investment Management fees are 1% of assets managed under $1 Million, decreasing to 0.75% when assets exceed $1 Million, and 0.60% when assets exceed $2 Million. I try to keep my costs low and I will not charge on assets being managed elsewhere like a 401(k) plan.

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