Birch Investment Management charges a fee based upon the market value of assets under our management. All of our investment management and financial planning services are incorporated into the fee listed below.
|Value of Assets||Annual Billing Percentage|
|First $1 Million of Assets ($0 - $1 Million)||1.00%|
|Next $1 Million of Assets ($1 Million - $2 Million)||0.50%|
|Assets Above $2 Million||0.25%|