Briggs Advisory Group acts solely in your best interest when offering personalized financial advice. Simply stated, we are your independent fiduciary advisor.
Your fees are exclusively based on your assets under our management and are inclusive of all our services; we do not accept any commissions or third-party compensation for our wealth management services.1
Your fees are tiered based on the following schedule:2
|
Assets Under Management |
Annual Fee |
|
On the first $1,000,000 |
1.00%* |
|
On the next $2,000,000 |
0.85% |
|
On the next $2,000,000 |
0.70% |
|
On all amounts over $5,000,000 |
0.50% |
*The above fee schedule is subject to a minimum annual fee of $7,500.
Illustrated below are examples of what your overall blended fee may be at certain levels of assets under management:
|
Assets Under Management |
Annual Blended Rate |
|
$1,000,000 |
1.00% |
|
$3,000,000 |
0.90% |
|
$5,000,000 |
0.82% |
|
$10,000,000 |
0.66% |
|
$15,000,000 |
0.61% |