Brooke Herr
Brooke Herr is a registered investment advisor at Comprehensive Financial Planning, INC., based in East Petersburg, PA, with 35 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 578 clients with $420M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $50.0M | 0.40% |
| $50M+ | 0.20% |
Cash and cash equivalents portion of portfolio is charged 0.26%. For clients with over 500 employees and assets exceeding $50,000,000, a flat fee between $155 and $200 per participant may be considered.
Fee Estimator
Location
5995 Lemon Street, East Petersburg, PA, 17520
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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 operates under the DBAs Comprehensive Financial Associates and The Comprehensive Companies. She is also the President and 50% owner of Comprehensive Benefit Marketing Services, Inc., through which group medical insurance programs are solicited and serviced, taking about half of her time.
Employment History
Current Registrations
Comprehensive Financial Planning, INC.
State Registrations1 state
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