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 $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Management fee is negotiable based on account size, services offered and individual client circumstances.
Fee Estimator
Brindle & Bay charges an initial engagement fee ranging from $749 to $4,997 for reviews, account setup, and financial plan creation. They also charge an annual investment management fee based on a percentage of assets under management. The annual management fee is 1.25% on the first $1,000,000, 0.80% on the next $2,000,000, 0.50% on the next $2,000,000, and 0.30% on assets over $5,000,000. A minimum account size of $1,000,000 is required, but may be waived or decreased at their discretion. Management fees are negotiable based on account size, services offered, and individual client circumstances.
Areas of Practice
Advisor Information
Office location
501 River Street, Suite 101, Greenville, SC, 29601
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew is a passive investor and partner in a beer manufacturer in Busan, South Korea, since 2014. He dedicates minimal time to this non-investment related activity.