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The fee is billed in arrears, is negotiable and has a $5,000 annual minimum.","source":"BIRCH FINANCIAL GROUP FORM ADV PART 2A, filed 5 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Birch Financial Group use?","answer":"Birch Financial Group’s separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $237M and Charles Schwab & Co., Inc. (Westlake, TX), with $27.4M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Birch Financial Group have?","answer":"Birch Financial Group has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Birch Financial Group invest in?","answer":"At the end of its last fiscal year, Birch Financial Group’s separately managed accounts held 62% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs), 3% state and local bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Birch Financial Group?","answer":"Birch Financial Group’s direct owners are Travis Poodiack (25% to 50%) and Liana Poodiack (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 17 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Birch Financial Group get paid?","answer":"Birch Financial Group is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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