Brian Ellis is a registered investment advisor at Brooktree Capital Management INC., based in Grand Rapids, MI, with 16 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 74 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees may be negotiable based on account size, complexity, and other factors. Accounts of family members may be aggregated for fee calculation purposes.
Fee Estimator
Location
4080 Camelot Ridge Dr Se, Grand Rapids, MI, 49546-2420
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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 →Employment History
Current Registrations
Brooktree Capital Management INC.
Previous Registrations
Brooktree Capital Management INC.
State Registrations2 states
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