How We Charge for our Services
Our fees are simple. We believe that planning is so integral to wealth management that we routinely do not charge for it. Our clients always feel comfortable picking up the phone with a question or an update, without fear that they will receive an invoice.
We offer prospective clients a complimentary one-hour consultation that includes a meeting with a Braver Relationship Manager to discuss your individual needs and to help you assess your fit with Braver Wealth’s investment and planning approach.
To request our ADV disclosure documents, click here.