Brackenwood Capital Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial planning clients are billed at a maximum hourly rate of $250.”

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

How Brackenwood Capital Management, LLC bills

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

• “How We Are Compensated We charge clients an annual asset-based fee, billed quarterly in advance for our investment management services.”
• “Our fees may be negotiable on a client-by-client basis.”
• “Financial planning clients are billed by direct invoice.”

How Brackenwood Capital Management, LLC’s fees compare

• Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.

About Brackenwood Capital Management, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Clients

86

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$126,631,575

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

135478

Website

bcmportfolios.com (opens in new tab)

Phone

(206) 446-0157

Other planners in Bainbridge Island that publish fees

• Hidden Cove Wealth ManagementBainbridge Island$1,500⁠-⁠$3,500, $3,500⁠-⁠$7,500/yr
• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500
• Advisia Financial PlanningBellevue$350/hr, $2,800

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