Investment Services
Investment Management:
Hire a fiduciary at Brio to manage your investment accounts: retirement, brokerage, IRAs, bond portfolios, rollovers, etc. Our services are an inexpensive way to manage your assets, and offer:
Please note: Rates are calculated as a percentage of total client assets under Brio management (AUM).
Investment Consultation:
Receive on-call advice about your investments, or learn the tricks to manage them on your own. Get answers to common questions from a investment advisor who will keep your interests and goals in mind.
Cost: $750 per month, per household; $500 per month, per individual (following initial consultation)
Hire a fiduciary at Brio to manage your investment accounts: retirement, brokerage, IRAs, bond portfolios, rollovers, etc. Our services are an inexpensive way to manage your assets, and offer:
- A 30 minute initial consultation either over the phone or via Skype.
- Tools that measure your tolerance for investment risk.
- Analysis of your current investment mix: performance, allocations and appropriateness based on risk tolerance and other stated goals.
- A 90 minute follow-up meeting to deliver the investment recommendations, either in person, via Skype, or JoinMe.
- Ongoing monitoring of and quarterly reporting on your investments
Please note: Rates are calculated as a percentage of total client assets under Brio management (AUM).
Investment Consultation:
Receive on-call advice about your investments, or learn the tricks to manage them on your own. Get answers to common questions from a investment advisor who will keep your interests and goals in mind.
Cost: $750 per month, per household; $500 per month, per individual (following initial consultation)
Want to know what it means to hire an investment advisor? Get answers to your FAQs about working with Brio investment managers.