Courtney Ingram is a registered investment advisor at Brookwood Investment Group, based in Phoenix, AZ, with 1 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,160 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brookwood Investment Group's investment management fee is negotiable, up to 2.50% annually, depending on factors like the amount of assets managed, portfolio complexity, and client needs. Fees can be charged using a flat, linear, or tiered percentage structure. Fees are calculated as a percentage of assets under management and assessed quarterly, either in advance or in arrears, as agreed upon. Cash positions are included when calculating the fee.
Location
3930 E. Ray Road, Suite 155, Phoenix, AZ, 85044
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Regulatory History (1)
Judgment / Lien
March 2023Employment History
Current Registrations
Brookwood Investment Group
Previous Registrations
Redwood Private Wealth
Cornerstone Advisors LLC
Advisor Share Wealth Management
Fiscal Wisdom Wealth Management LLC
State Registrations1 state
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