Firm
Birch Investment Management
Brookings, South Dakota
Fee-only
Facts
| Based in | Brookings, South Dakota |
|---|---|
| Website | birchinvestment.com |
| Phone | (605) 250-3644 |
Birch Investment Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,500 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Typically the cost will range between $2,500 and $10,000." source
"First $1,000,000 1.00%" source
"Have a minimum of $500,000 in investable assets." source
"We are solely compensated based on a tiered percentage of assets under management." source
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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $23 million |
| Individual clients | 35 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 158735 |