3 Plan Structures To Meet Your Needs
Investment Management
Branning Wealth Management offers services to new clients with investment assets of at least $500,000 (or total net worth of $1 million). Most often, Branning Wealth Management charges an asset-based fee that is billed in arrears quarterly. New clients with at least $1 million in assets managed are assessed an advisory fee of 1%.
Request our ADV Part 2 for specifics on fees.




