Birch Financial Group
DBA: Birch Financial Group, Llc
149 EMERALD ST, Keene, New Hampshire 03431
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
a Client would pay 1.25% on the first $750,000 and; 0.90% on the remaining balance. The monthly fee is determined by the following calculation: (($750,000 x; 1.25%) + ($750,000 x 0.90%) ÷ 12 = $1,342.92.; account Custodian. At no point will the combined fee charged to the Client exceed 2% of assets under; 1.25%; 0.90%
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.