Brooke Ramstad is a CFP-designated registered investment advisor at Br Wealth Management, based in Boise, ID, with 9 years of industry experience. Brooke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 336 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BR Wealth Management charges an annual fee based on the value of your portfolio, ranging from 0.25% to 1.25%. This fee is calculated and paid quarterly, in advance. The specific fee depends on factors like your asset level and the scope of financial planning services provided. If third-party money managers are used, their fees are separate and in addition to BR Wealth Management's fees, but the total advisory fees will not exceed 2.00% of your portfolio. BR Wealth Management also uses Pontera to manage held-away accounts, such as 401(k)s, with fees assigned to the client's taxable accounts or invoiced directly.
Location
380 E. Parkcenter Blvd., Suite 205, Boise, ID, 83706
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Br Wealth Management
Previous Registrations
Hendershott Wealth Management, LLC
Rathbone Warwick Investment Management
Rathbone Warwick Investment Management
Wells Fargo Advisors, LLC
State Registrations1 state
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