Jason Hedstrand is a registered investment advisor at Brookwood Investment Group, based in Monument, CO, with 23 years of industry experience. Jason 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
Monument, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a public speaker, spends minimal time on this activity, and it is not securities related. He also serves on the audit committee for Calvary Baptist Church, dedicating minimal time, and is a partner in HJEN Holdings LLC, which owns and operates a building. Finally, Jason is the President/Owner of Focal Point Financial Services, dedicating full-time hours as a financial advisor.
Employment History
Current Registrations
Brookwood Investment Group
Previous Registrations
Redwood Private Wealth
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sentra Securities CorporationBroker
State Registrations2 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.