BM
BM
Brooks Marsted
23 Years of Experience
Lakewood, CO
1 Disclosure
Brooks Marsted is a registered investment advisor at Bcm Wealth Management, LLC., based in Lakewood, CO, with 23 years of industry experience. Brooks operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $14M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
3 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$14.0M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K+ | 1.25% |
Fees are negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Lakewood, CO
Get directionsHistory
Regulatory History (1)
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Criminal
May 1994Final Disposition
Employment History
Current Registrations
Bcm Wealth Management, LLC.
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Kovack Advisors, INC.
August 2006 - December 2011 · 5 yrs 4 mos
Rk Advisors
February 2006 - August 2006 · 6 mos
Rk Advisors
August 2005 - August 2005 · 0 mos
Davidson Investment Advisors, INC.
June 2002 - November 2004 · 2 yrs 5 mos
D.A. Davidson & CO.
May 2002 - August 2005 · 3 yrs 3 mos
State Registrations1 state
CO
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.