Carefully read Item 4 and Item 5 of Form ADV Part 2A ("Brochure"), as these sections of the Brochure contain important details about Brae Head, Inc. advisory services and fees. Fees may be negotiable. The fees below will only apply to you when you request the services listed.
Fees Charged by Investment Adviser
Fee Amount
Frequency Fee is Charged
Services
Assets Under Management Fee
$0 - $1,000,000 @ 1%
Next $1,000,000 - $2,000,000 @ .5%
Above $2,000,000 @ .25%
Quarterly in advance
Portfolio management for individuals, families, institutions, and businesses; Financial Planning
Hourly Fee
0
N/A
N/A
Subscription Fee
0
N/A
N/A
Fixed Fee
0
N/A
N/A
Commissions to the Adviser
0
N/A
N/A
Performance-based Fee
0
N/A
N/A
Other
0
N/A
N/A
Fees Charged by Third Parties
Fee Amount
Frequency Fee is Charged
Services
Third Party Money Manager
0
N/A
N/A
Robo-Adviser Fee
0
N/A
N/A
Talk with your Adviser about fees and costs applicable to you
Additional fees and costs to discuss with your Adviser
