Advisor at Birch Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Birch Financial Group
Location
Keene, NH 03431
Credentials
CFP®, Series 66
Industry experience
10 years
Project-Based Financial Planning fixed fees not to exceed $10,000; Ongoing Financial Planning fees range from $85 to $5,000 monthly
$0 - $750,000: 1.25% $750,001 - $2,000,000: 0.90% $2,000,001 - $12,000,000: 0.80% $12,000,001 - $22,000,000: 0.65% $22,000,001 - $32,000,000: 0.40% $32,000,001+: 0.05%
Financial Consulting Sessions charged at $400 per hour
Account minimum: $500,000 minimum Minimum fee: $5,000 annually minimum fee for investment management services Fee-only: Fee-only firm, compensation solely from client fees; no commissions or sales charges
Birch Financial Group
2024 - Present (2 years)
Steward Partners Investment Solutions, LLC
2022 - 2024 (2 years)
Steward Partners Investment Advisory, LLC
2016 - 2024 (8 years)
Steward Partners Global Advisory, LLC
2016 - 2024 (8 years)
Raymond James Financial Services, inc.
2016 - 2022 (6 years)
WELLS FARGO Advisors, LLC
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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