Birch Point Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$41,104,444
Total clients
58
40% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
58
Average account size
$708,697
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
$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
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Birch Point Wealth Management LLC
18 Central Street
Rockport ME 04856, United States
Number of offices
1
Forms ADV
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