Adam Hull is a registered investment advisor at Brookline Wealth, LLC, based in Austin, TX, with 14 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 32 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brookline Wealth does not directly state their fees for investment management. Instead, they offer wealth advisory oversight services for a fixed quarterly fee ranging from $3,000 to $750,000 per year, increasing by 3% annually, but not exceeding 1% of the client's total assets under advisement. They may also direct clients to a third-party money manager, in which case clients will pay Brookline Wealth's standard fee in addition to the third-party manager's fee.
Location
1000 Westbank Dr. Building 3, Austin, TX, 78746
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Regulatory History (1)
Customer Dispute
February 2025Employment History
Current Registrations
Brookline Wealth, LLC
Previous Registrations
Redbud Advisors
Adviceperiod, LLC
Rpg Family Wealth Advisory, LLC
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.