Advisor at Birch Point Wealth Management LLC
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Firm
Birch Point Wealth Management LLC
Location
Rockport, ME 04856
Credentials
CFP®, Series 65
Industry experience
7 years
Brie Pio is a CFP® and Series 65 licensed financial advisor with seven years of industry experience. She is the sole advisor at Birch Point Wealth Management LLC in Rockport, ME, where she has worked since 2019. Prior to founding Birch Point, Brie worked at Abacus Wealth Partners and operated as an independent advisor. Birch Point Wealth Management LLC provides fee-only investment advisory services and comprehensive financial planning to individual and high-net-worth clients. The firm focuses on tailored portfolio management using a modern portfolio theory approach with an emphasis on low-cost, globally diversified mutual funds and ETFs, managing accounts primarily on a discretionary basis.
Based on Birch Point Wealth Management LLC
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.60%
$250 per hour for standalone financial planning services
Minimum fee: Minimum annual portfolio management fee of $7,500; Minimum annual fee for portfolio management and comprehensive financial planning of $3,000 Fee-only: Fee-only investment advisory services; comprehensive financial planning provided as a complement with no additional fee
18 Central Street
Rockport, ME 04856
Maine · Texas
Birch Point Wealth Management LLC
2019 - Present (7 years)
Self
2017 - 2019 (2 years)
Abacus Wealth Partners
2016 - 2017 (1 year)
Homemaker
2011 - 2016 (5 years)
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