Jared Brock is a CFP-designated registered investment advisor at Brock Hill Wealth Management, based in Newton, MA, with 15 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 55 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brock Hill Wealth Management charges a maximum of 1.95% annually for asset management and comprehensive portfolio management services. The exact fee will be outlined in your advisory agreement. Fees are billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Fees are negotiable and deducted from client accounts. Adjustments are made for deposits and withdrawals during the quarter.
Location
Newton, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Brock Hill Wealth Management
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Citizens Securities, INC.Broker
Citizens Investment Services
Bearing Point Wealth Partners
Mackensen & Company, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
First Allied Securities, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
E*trade Securities LLCBroker
E*trade Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
LPL Financial CorporationBroker
LPL Financial Corporation
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
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.