BRICKLEY WEALTH MANAGEMENT
San Mateo, California
4.4
5 Reviews
Brickley Wealth Management is a small investment advisory firm based out of San Mateo, CA. With six dedicated employees, including three who provide investment advisory services, the firm offers a range of financial solutions to its clients. They manage an average of approximately $50,170,000 in assets under management per investment advisor, which aligns with the industry average. Brickley Wealth Management's compensation structure is designed to suit their clients' needs, offering various types such as fixed fees. Their impressive portfolio boasts over 80 individual clients, with assets under management exceeding $621,361,000....
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Assets Under Mgmt

$621.36M

Investment Professionals

3

Locations

0

% 401K & Individual

3%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other Business Activities
Insurance broker or agent
Accountant or accounting firm
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