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Brooke Weaver

Sanctuary Advisors, LLC
26 Years of Experience
Carmel, IN
1 DisclosureBroker
View SEC Summary
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Brooke Weaver is a registered investment advisor at Sanctuary Advisors, LLC, based in Carmel, IN, with 26 years of industry experience. Brooke is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 19,540 clients with $35B in assets under management.

Sanctuary Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
402 advisors
Number of Clients
19,540 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$34.9B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Fees are negotiated individually with your investment advisor representative, up to a maximum annual rate of 2.75% of your total portfolio assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

211 W Main Street, Suite 301, Carmel, IN, 46032

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2010
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brooke is the owner of Hounds and Hoosiers LLC, a family-owned LLC created to purchase a plane, but it holds no assets. She also serves as a board member for Conner Prairie Foundation, a living history museum, dedicating minimal time to discussing and reviewing endowment funds.

Employment History
Current Registrations
Sanctuary Advisors, LLC
June 2019 - Present · 7 yrs 4 mos
Sanctuary Securities, INC.Broker
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2008 - June 2019 · 10 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2008 - June 2019 · 10 yrs 9 mos
Charles Schwab & CO., INC.
February 2007 - September 2008 · 1 yr 7 mos
Charles Schwab & CO., INC.
June 2001 - December 2002 · 1 yr 6 mos
Charles Schwab & CO., INC.Broker
June 2001 - September 2008 · 7 yrs 3 mos
H&r Block Financial Advisors, INC.Broker
June 2000 - March 2001 · 9 mos
State Registrations8 states
AZIAILINLAOHTXVA
AdvisorBrokerBoth

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.
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