Brent Burgesser
Brent Burgesser is a registered investment advisor at Brookwood Investment Group, based in Phoenix, AZ, with 25 years of industry experience. Brent 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 3,160 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brookwood Investment Group's investment management fee is negotiable, up to 2.50% annually, depending on factors like the amount of assets managed, portfolio complexity, and client needs. Fees can be charged using a flat, linear, or tiered percentage structure. Fees are calculated as a percentage of assets under management and assessed quarterly, either in advance or in arrears, as agreed upon. Cash positions are included when calculating the fee.
Location
3930 E. Ray Road, Suite 155, Phoenix, AZ, 85044
Get directionsHistory
Regulatory History (5)
Employment Separation After Allegations
December 2022Judgment / Lien
May 2020Judgment / Lien
January 2020Regulatory
April 2016Employment Separation After Allegations
June 2012Other Business ActivitiesSells Insurance
Brent is an insurance producer with Brookwood Insurance Group since 2022, selling life, health, and fixed annuity products. This activity takes a few hours per week and includes some trading hours.
Employment History
Current Registrations
Brookwood Investment Group
Previous Registrations
Brookwood Investment Group
Belpointe Asset Management LLC
International Assets Investment Management, LLC
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations1 state
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.