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Services

Fees


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 AssetsAnnual 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 Million0.25%