Callie Brooks is a CFP-designated registered investment advisor at &wealth Partners, based in Port St. Lucie, FL, with 3 years of industry experience. Callie 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, and 1 more. Their firm serves 103 clients with $510M 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 | 1.00% |
&Wealth Partners charges an annual fee of 1.00% on all assets under management. The firm generally imposes a minimum annual fee of $10,000, which may make the service impractical for portfolios under $1,000,000. Fees are negotiable based on criteria like anticipated future assets and account composition.
Fee Estimator
Location
Port St. Lucie, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
&wealth Partners
State Registrations1 state
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Exams
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