Brooke Huckert
Brooke Huckert is a registered investment advisor at Virtue Capital Management, LLC, based in Brenham, TX, with 7 years of industry experience. Brooke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 5,770 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 | 1.95% |
Asset-based management fees generally range up to 1.95% per year based on the platform rate selected by the investment adviser representative.
Fee Estimator
Location
Brenham, TX
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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 ActivitiesSells Insurance
Brooke works as a sales associate and insurance agent for VanDyke Rankin Financial Services (VDR Financial Services) since 2014. This non-investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Lifestyle Asset Management, INC.
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.
Exams
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