Service Packages

Investment management includes comprehensive financial planning. We require that clients engage us for investment management, and we have an investment minimum of $750,000.

For households who do not meet that minimum, we will manage your investments for a flat fee until you have reached the asset minimum. This fee is based on an hourly rate of $400/hour and varies based on complexity.

For assets of $750,000 and higher, fees are billed quarterly from your accounts.

$7,500 to $12,000 ANNUALLY, BILLED QUARTERLY

Comprehensive Financial Planning Services Included
Investment Selection & Management
Coordination with Outside Investments
Tax Management Strategies

% of Assets Managed BILLED QUARTERLY FROM ACCOUNTS

Comprehensive Financial Planning Services Included
Investment Selection & Management
Coordination With Outside Investments
Tax Management Strategies

Find Out More

(206) 485-4000 | info@firebrandwealth.com

Contact

Firebrand Wealth Management
Seattle, WA 98104

Links

Services

Disclaimer

“Firebrand Wealth Management, LLC (“FWM”), is a registered investment adviser in the states of California, New York, Virginia and Washington.

Read more

Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Registration does not imply a certain level of skill or training. “Firebrand Wealth Management” and “Firebrand Wealth” are registered trade names of Firebrand Wealth Management, LLC.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Firebrand Wealth Management, LLC, disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

FWM does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall FWM be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if FWM or a FWM authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Contact

Firebrand Wealth Management
Seattle, WA 98104

(206) 485-4000
info@firebrandwealth.com

Links

About
Services
Login

Services

Investment Management
Estate Planning
Divorce Support
Tax Planning
Stock Options and Awards
Education Planning

Disclaimer

Firebrand Wealth Management, LLC (“FWM”), is a registered investment adviser in the States of California, Texas, and Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration.

Read more

Firebrand Wealth Management, LLC (“FWM”), is a registered investment adviser in the States of California, Texas, and Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Registration does not imply a certain level of skill or training. “Firebrand Wealth Management” and “Firebrand Wealth” are registered trade names of Firebrand Wealth Management, LLC.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Firebrand Wealth Management, LLC, disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

FWM does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall FWM be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if FWM or a FWM authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Follow

Facebook
Twitter
Instagram
Linkedin

SEO agency by Weblify & Webtec