Brewster Smith is a CFP-designated registered investment advisor at The Financial Planning Company, based in Royal Oak, MI, with 9 years of industry experience. Brewster operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 31 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $4.0M | 0.60% |
| $4M+ | 0.40% |
Fees may be negotiable under certain circumstances, like total dollars invested with the firm.
Fee Estimator
Location
Royal Oak, MI
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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
The Financial Planning Company
State Registrations1 state
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