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.