Brooke Weaver
Brooke Weaver is a registered investment advisor at Sanctuary Advisors, LLC, based in Miami, FL, with 25 years of industry experience. Brooke 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 17,567 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.
Location
1450 Brickell Avenue, Suite 2610, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2010Other 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
Sanctuary Securities, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations8 states
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.