Who's a good fit?
You are planning to retire within ten years.
You’re looking to delegate your planning and investments to one dedicated team.
You want a proactive team that is watching blind spots and opportunities.
How does Brindle & Bay make money?
The cost of our professional services is based on a percentage of the value of the investments we manage. This is debited directly from your investment account and includes ongoing retirement and tax planning, plus many additional services. Most people find this to be about 1% per year.
We are big on transparency, so your statements are clear and straightforward. One benefit of our fiduciary commitment to our clients is that we disclose any conflicts of interest, so you know you are working with a trusted team that works in your best interest.
Want to learn more? Talk to us.
Do you offer pro-active tax planning?
Yes. Filing your taxes is the practice of looking backwards. Tax planning looks forward and takes a big picture look at strategies that help you to be tax efficient.
This often means helping you save tax efficiently before you retire and spend tax efficiently when you withdraw.
You (or your tax preparer) will still be responsible for filing your return.
Do you offer a one-time fee plan?
Due to time constraints, we do not offer one-time hourly fee plans.
