Birch Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$49,734,169
Total clients
174
7% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
174
Average account size
$285,829
Client services
Fee options
$0 - $250,000: 1.50% $250,001 - $1,500,000: 1.20% $1,500,001 - $4,000,000: 0.90% $4,000,001+: 0.70%
Commission-based compensation earned by licensed insurance agent for selling insurance products; separate and in addition to advisory fees.
$50 - $250 per hour for financial planning and financial consulting services; fees negotiable for financial planning, not negotiable for consulting.
Account minimum: No minimum stated; however, the firm may terminate accounts that fall below an amount it deems too small to manage effectively.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Birch Wealth Management
205 W. Court St.
Rome NY 13440, United States
Number of offices
1
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