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
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Laura Marie DanielsRegulatory History
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