Birchbrook
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$281,558,805
Clients
310
Advisors
6
across 2 offices
About
Birchbrook provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations, and self‑directed retirement plans. The firm offers discretionary and non‑discretionary portfolio management, customized financial planning engagements, and fiduciary services acting as trustee or personal representative for estates and trusts.
Portfolios are constructed using fundamental analysis and tailored to each client’s objectives, time horizon, and risk tolerance, employing individual equities, mutual funds, ETFs, bonds and cash equivalents with regular, event‑driven reviews. Accounts are primarily managed on a discretionary basis, with written agreements, periodic reporting and a quarter‑end review cadence; clients receive quarterly portfolio reports and a quarterly investment newsletter.
Distinctive elements in the firm’s brochure include legal and fiduciary depth in the leadership—several principals have prior law‑firm and trust/estate practice experience and the firm maintains a compliance officer with a law degree—which informs its trustee and estate administration work often provided alongside investment services. Birchbrook also publishes a firm investment newsletter, participates in industry educational programs, and enrolls clients in a third‑party securities‑litigation claims filing service (with an opt‑out option), features that are less common among peer team firms.
Client services
Expertise
Occupation focus
Fee options
Initial Financial Plan: $2,000; Additional meetings: $1,000; Annual review and update: $500
$0 - $100,000: 1.25% $100,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$200 per hour for Advisory services; $100 per hour for Paraplanner services
Fee-only: Fee-only firm; no commissions or transaction-based revenues
Main office
See office82 Columbia St
Bangor ME 04401
Advisors at this office
5
Offices (2)
Most active in
Florida · Maine · Massachusetts · New York · Texas
Also doing business as
Birchbrook · Deighan Associates Inc · Deighan Wealth Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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.
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