Birch Capital Management

Birch Capital Management at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 2 employees and 35 individual clients, 27 of them high net worth.
• Its average account is about $1.5 million (assets it manages divided by its 159 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Birch Capital Management fees

Birch Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Barclay Nelson

  CFP · CFA

• Carlos Butcher

  CFP