Birch Wealth Management

Birch Wealth Management, a registered investment adviser based in Rome, New York, has been providing investment advisory services since August 2019. The firm offers portfolio management, financial planning, and financial consulting services. Clients can benefit from discretionary portfolio management, where the firm tailors investment advice to meet individual needs and objectives. Birch Wealth Management charges a blended percentage fee based on assets under management, with fees ranging from 1.50% to 0.70% depending on the asset level. Financial planning services are offered at an hourly fee of $50 - $250, with fees payable at inception and completion of services. The firm may recommend IRA rollovers and acts as a fiduciary, obligated to act in clients' best interests. As of January 30, 2025, Birch Wealth Management manages $49,734,169 in client assets on a discretionary basis. Clients have the option to grant the firm investment discretion, allowing Birch Wealth Management to manage accounts without prior approval for each transaction. The firm does not vote on client securities' proxies and does not have custody of client funds or securities. Birch Wealth Management does not receive compensation for client referrals and does not participate in performance-based fees or side-by-side management. Clients receive ongoing account reviews and financial planning updates as needed.