Brickley Wealth Management

Brickley Wealth Management is a financial advisory firm based in San Mateo, CA, established in 2016 as a general partnership and registered as an investment adviser in 2017. The firm specializes in providing comprehensive portfolio management and financial planning services for individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and various business entities. As a fiduciary, the firm is committed to acting in the best interest of clients, maintaining open communication, and educating clients about the investment process. The firm offers services such as Comprehensive Portfolio Management, Retirement Plan Consulting, and Referrals to Third Party Money Managers. Clients are required to have a minimum account balance of $1,000,000 for the Comprehensive Portfolio Management service. Investment strategies include cyclical analysis, fundamental analysis, Modern Portfolio Theory, mutual fund and ETF analysis, and asset allocation. Brickley Wealth Management does not charge performance-based fees, and clients have investment discretion over their accounts. The firm does not have custody of client funds, except for specific standing letters of authorization. Clients receive account statements directly from the qualified custodian. The firm does not generally accept the authority to vote proxies for client securities. Brickley Wealth Management has not been involved in any bankruptcy proceedings and does not have financial conditions that impair its ability to meet obligations to clients.