Brick Capital Management Review


Trust Score 97%
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Brick Capital Management, federally registered in 1992, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. Brick Capital Management manages $2.5 billion and provides investment advisory services for 25 clients (1:25 advisor/client ratio).

Fees may vary; please contact an advisor.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 25 clients (industry average 1:50)
  • Firm has $1B or more in assets under management

Considerations


  • Firm serves fewer than 1,000 clients
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients
  • Custodian is unknown

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $2.5 billion
Average Account AUM $100,424,000
Hybrid Advisor No
Annual Management Fee Notes Fees may vary; please contact an advisor.
Minimum Investment $0
Minimum Annual Fee $0
Advisor / Client Ratio 1:25
Headquarters 1400 Abbot Road, Ste 105 East Lansing, MI 48823
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