Brooks Sackett
Brooks Sackett is a registered investment advisor at Chief Capital Management, INC, based in San Jose, CA, with 28 years of industry experience. Brooks operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 14 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.95% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.55% |
| $4M+ | 0.45% |
Fees may be discounted or negotiated at CCM's discretion.
Fee Estimator
Location
San Jose, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brooks is the President of Chief Capital Management, Inc., a registered investment advisor, dedicating nearly full-time hours to investment advisory duties. Brooks is also a licensed insurance agent since 1984, spending minimal time on insurance sales and service, and a licensed real estate salesperson in CA, spending no time on this activity.
Employment History
Current Registrations
Chief Capital Management, INC
State Registrations2 states
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