Bansi Patel is a registered investment advisor at Brookwood Investment Group, based in Greenfield, WI, with 1 years of industry experience. Bansi 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, Insurance Planning, and 3 more. Their firm serves 3,506 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and generally range up to 2.50% depending on portfolio size, complexity, and other factors. A technology fee of $60 per account is charged annually unless waived.
Fee Estimator
Location
Greenfield, WI
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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 →Employment History
Current Registrations
Brookwood Investment Group
Previous Registrations
Benjamin F. Edwards & Company, INC.Broker
Hsbc Securities (USA) INC.Broker
State Registrations2 states
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.
Exams
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