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
About
Birch Point Wealth Management LLC provides fee-only investment advisory services and comprehensive financial planning to individual and high‑net‑worth clients, delivering ongoing portfolio management as well as standalone financial planning projects. The firm prepares an Investment Policy Statement for each client and tailors portfolios to clients’ goals, time horizon, and documented risk tolerance.
The firm’s investment approach emphasizes modern portfolio theory and long‑term trading, with a preference for passively managed, low‑cost, globally diversified equity and bond mutual funds and ETFs while using fixed income, real estate funds and private placements when appropriate. Birch Point generally manages accounts on a discretionary basis, conducts regular portfolio monitoring, and may place client assets into third‑party managed account programs (Betterment and Altruist) for which it assists with objective setting and ongoing oversight.
Noteworthy distinctions include the firm’s requirement that clients use a designated broker‑dealer/custodian and its stated practice of not aggregating trades for multiple client accounts, both of which can affect execution and pricing. The brochure also discloses that Birch Point may receive fee‑sharing from third‑party advisers to which it directs clients (a potential conflict of interest) and that it offers standalone hourly, project‑based financial planning in addition to the planning integrated with its portfolio management.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Passive / index investing
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
Main office location
Birch Point Wealth Management LLC
18 Central Street
Rockport ME 04856, United States
Number of offices
1
Most active in
Birch Point Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Maine · Texas
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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