FAQs - Investments
What's the average return for Brio clients?
Because all investors are different, and tolerate different amounts and types of risk, there is no quick way to answer this question. But we invite you to take a look at what our clients have to say about us!
What is the minimum in investable assets necessary to become a Brio client?
There is a $10,000 minimum in investable assets necessary to become a Brio client. Brio consultants are happy to provide general investment advice to clients on a per hour basis; management fees vary based on the amount of assets under Brio management, however note that there is a minimum cost for investment management each quarter. See more about Brio investment services.
What's your investment philosophy or strategy?
Methods of investment analysis that are employed by Brio as an RIA:
- Technical analysis
- Quantitative analysis
- Fundamental analysis
- Cyclical analysis
Investment strategies that are employed by our RIA:
- Long term trading (securities are held at least 1 year)
- Short term trading (securities are sold within 30 days)
- Technical analysis
- Quantitative analysis
- Fundamental analysis
- Cyclical analysis
Investment strategies that are employed by our RIA:
- Long term trading (securities are held at least 1 year)
- Short term trading (securities are sold within 30 days)
How do you decide how to allocate my investments?
Brio consultants gather standard risk tolerance information in order to appropriately allocate portfolios based on client preferences. Brio does not recommend unusually risky investments to our clients. Brio does allow clients to impose restrictions (moral, political, etc.) on the types of investments that may be purchased.
How do your fees work?
Investment management fees are billed at the end of each quarter, and are due within 15 days.
Monthly fees are billed 15 days in advance of each service month, with payment due on the 1st of each month.
Monthly fees are billed 15 days in advance of each service month, with payment due on the 1st of each month.
Do you work with clients anywhere in the U.S.?
Rendering of personalized investment advice for compensation cannot be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. Therefore, currently, advisory services are offered only in the State of Texas.
I want to hire Brio. What do I do?
Schedule your free, 30 minute initial consultation to get started!