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Braeburn Wealth Management, LLC

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Total assets under management

$259,354,439

Total clients

441

8% high-net worth

Total advisors

3

of 6 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

147

Average account size

$588,105

About

Braeburn Wealth Management serves individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, charitable organizations, corporations and other business entities. The firm provides fee‑based investment management as well as financial planning and consultation services, and offers a complimentary newsletter and general educational workshops.

Investment advice is tailored through a strategic, diversified asset‑allocation framework and a mix of fundamental, technical, cyclical and quantitative analysis, with accounts managed on a discretionary or non‑discretionary basis and reviewed at least quarterly. The firm documents ERISA fiduciary responsibilities for retirement plan work and addresses IRA rollovers and related conflicts in its written policies.

Distinctive aspects include a set of proprietary strategies—for example, a screen‑driven Braeburn Growth and Value equity sleeve that is re‑screened in early January (the brochure notes historically high turnover for that sleeve), a speculative Braeburn Black small‑cap strategy, and separate income and ETF portfolios—and an expressed preference to limit new bond purchases given its market view. Braeburn also works with pension/profit‑sharing and municipal clients, publishes periodic newsletters (weekly or quarterly) and runs educational workshops, and its marketing practices include the use of client testimonials.

Client services

Financial planning Portfolio management Newsletters or periodicals
Consultation services; general education workshops

Expertise

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing

Fee options

Fixed

Project-based fees may be charged for larger projects, calculated using hourly rate as a guide

Percentage

$0+: 1.15% annually for assets invested in Mutual Funds and Exchange Traded Funds $0+: 1.50% annually for assets invested in Stocks

Project-based

$200 per hour for Financial Planning and Consultation Services

Other

Account minimum: $100,000 Fee-only: Investment Management fees based on percentage of assets under management; Financial Planning and Consultation Services charged hourly or project-based fees at $200/hour

Main office location

Braeburn Wealth Management, LLC

111 West Western Avenue

Muskegon MI 49442, United States

Number of offices

1

Most active in

California · Florida · Louisiana · Michigan · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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