Brisbois Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$97,274,992
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
138
60% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
138
Very HighAverage account size
$704,891
About
The firm serves individuals, trusts, estates, charitable organizations and small business entities, providing discretionary and non‑discretionary portfolio management alongside financial planning and consulting. It also offers tax preparation and tax‑related services and makes insurance product recommendations as part of its broader advisory offering.
Investment approach centers on strategic asset allocation with passively managed index and ETF exposures as core holdings and selectively used active funds, supported by fundamental, technical, cyclical and charting analysis. Client relationships are tailored through documented financial plans and risk assessments, and the firm uses planning software to model outcomes while monitoring and rebalancing portfolios as appropriate.
Noteworthy aspects disclosed in the brochure include that the firm’s principal is also a registered representative who offers commissionable securities through an independent broker‑dealer and receives commissions and 12b‑1 fees, and that the firm provides tax preparation services through the same entity. The principal is additionally a licensed insurance agent in multiple states and the firm discloses referral arrangements with a third‑party advisor for certain retirement account work; these affiliations and revenue sources are identified as potential conflicts of interest in the brochure.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Tax strategies for small businesses
Cash flow / budgeting
Fee options
$0 - unlimited: 1% - 2.50% (negotiable, step-scaled model)
Commissions and 12b1 Fees received by registered representative Todd Brisbois for securities and insurance products
Financial consulting services $300/hour; financial planning implementation $150/hour; tax preparation $300/hour
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee for ongoing asset management services; $1,250 minimum annual fee when account falls below $125,000 Fee-only: Financial planning services range from $300 minimum fee (negotiable) to $1,000 - $3,000 typical charges; hourly implementation at $150/hour; financial consulting services hourly fee $300, negotiable; tax preparation at $300/hour with one hour minimum or retainer $10,000 (negotiable)
Main office location
Brisbois Capital Management LLC
11 Middlesex Ave, Suite 1
Wilmington MA 01887, United States
Number of offices
1
Most active in
Brisbois Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Massachusetts · New Hampshire · New York
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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