Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2M+ | 0.65% |
Wealth Management Fees are negotiable at the sole discretion of BRIA.
Fee Estimator
For wealth management, BRIA charges 0.85% annually on the first $2,000,000 of assets under management and 0.65% on amounts over $2,000,000. For direct investments made through the DIAL-In program, they charge 0.85% annually on the initial investment amount. For clients with portfolios less than $300,000, BRIA offers financial planning and consulting services on an hourly basis for $250 per hour, with a 5-hour minimum. Project-based financial planning ranges from $2,500 to $25,000 per project. A minimum annual fee of $2,550 may apply for Wealth Management.
Areas of Practice
Advisor Information
Office location
4238 Washington Street, Suite 311, Roslindale, MA, 02131
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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