Brindle & Bay Financial Advisors, LLC
Assets Under Management
$114.2M
Number of Clients
147
Number of Advisors
3
Average Client AUM
$777K
AUM per Advisor
$38.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Brindle & Bay Financial Advisors provides financial planning and investment management services. They evaluate a client’s financial situation, goals, and risk tolerance to create a financial plan. When managing a client’s portfolio, they formulate an individualized portfolio based upon investment objectives, time frame, and risk parameters. They primarily use exchange traded funds but may also use stocks, bonds, mutual funds or money market funds.
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
Location
5899 Preston Rd, Ste. 1103, Frisco, TX, 75034