Briarwood Financial
Assets Under Management
$3.3M
Number of Clients
23
Number of Advisors
2
Average Client AUM
$145K
AUM per Advisor
$1.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Briarwood Financial Planning LLC offers investment management services tailored to individual client needs, ongoing comprehensive financial planning, and project-based financial planning. They may use third-party managers like iCapital. They also offer tax preparation and accounting services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
The annual fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management, as detailed in the fee table. For clients with $100,000 (individuals) or $150,000 (couples) in AUM, ongoing comprehensive financial planning may be included at no charge. Ongoing comprehensive financial planning has an upfront charge of up to $2,000, based on an hourly rate of $250, with follow-up services billed hourly. Project-based financial planning is billed at $250 per hour. iCapital's advisory fee is in addition to BFP's advisory fee and typically ranges from 0.15% to 1.25% per year.
Areas of Practice
Location
2801 Hollycroft Street, Ste B #1, Gig Harbor, WA, 98335