Birch Investment Management, L.L.C. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$10,000

“Fixed fee rates range from $2,500 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Birch Investment Management, L.L.C. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Birch Investment Management, L.L.C.’s fees compare

• Its flat or project fee of $2,500-$10,000 spans the South Dakota median of $5,250. 64% of the 14 other South Dakota planners that publish a flat or project fee charge less.

About Birch Investment Management, L.L.C.

• Principal: Brian Berkenhoff
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

46

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$23,284,648

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

158735

Website

birchinvestment.com (opens in new tab)

Phone

(605) 250-3644

Other planners in South Dakota that publish fees

• Alternative Strategies Group, Inc.Sioux Falls$1,000
• Applied Financial WisdomRapid City$10,000
• Aspen Private Advisors, LLCSioux Falls$400/hr, $50,000
• Astute Financial, LLCRapid City$500⁠-⁠$10,000, $300⁠-⁠$1,500/qtr
• Big Sioux Wealth ManagementWatertown$250/hr
• Hyline WealthSioux Falls$150⁠-⁠$250/hr, $1,000

Compare all 32 planners in South Dakota