Braeburn Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Project-based fees may be charged for larger projects, calculated using hourly rate as a guide
$0+: 1.15% annually for assets invested in Mutual Funds and Exchange Traded Funds $0+: 1.50% annually for assets invested in Stocks
$200 per hour for Financial Planning and Consultation Services
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
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.
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