Birch Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$23,008,618
Clients
46
Advisors
1
of 1 employees
About
Birch Investment Management is a fee-only registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management and wealth management along with project-based and ongoing financial planning, delivering written plans and guidance on implementation when requested.
The firm's investment approach is grounded in modern portfolio theory and combines passive and active strategies, emphasizing asset allocation, manager and fund selection, and evaluation of underlying holdings and tax efficiency. Portfolios are managed on a discretionary basis with ongoing monitoring and annual reviews; the adviser also provides written reporting, proxy voting on client securities, and coordinates with outside attorneys, accountants, and tax professionals as part of its fiduciary process.
Compared with many independent advisers, Birch’s client mix includes institutional relationships (pension and profit-sharing plans) and charitable organization clients, which are less common among peers. The firm operates with a fee schedule based on assets under management, applies a household aggregation policy for minimums, and is overseen by a principal who holds the CFA designation and regularly engages in business-planning and specialized project work for clients.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fees range from $2,500 to $10,000 depending on complexity.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.25%
Account minimum: $500,000 Fee-only: Fee-only compensation from clients; no commissions or sales-related compensation.
Main office
2301 Research Park Way
Brookings SD 57006
Advisors at this office
1
Most active in
South Dakota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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