Brooke Stanford
Brooke Stanford is a registered investment advisor at Stanford Wealth Planning LLC, based in North Palm Beach, FL, with 6 years of industry experience. Brooke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | Included |
Fees are negotiable for assets over $10,000,001.
Fee Estimator
Location
North Palm Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brooke is an Investment Advisor Representative with NewEdge Advisors, LLC, operating under the DBA Riverside Wealth Partners since October 2023. She works at the reported business location in Jacksonville, FL.
Employment History
Current Registrations
Stanford Wealth Planning LLC
Previous Registrations
Newedge Advisors
Forvis Wealth Advisors, LLC
Dixon Hughes Goodman Wealth Advisors LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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