Brockenbrough is a registered investment advisor founded in 1970 that manages investment portfolios and provides wealth planning services for high-net-worth individuals, families, trusts, foundations, and endowments. Brockenbrough offers customized portfolio management through both traditional separately managed accounts and proprietary equity and fixed income strategies, as well as outsourced chief investment officer services for institutional clients. The firm builds diversified portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and alternative investments, including affiliated private investment funds. Brockenbrough coordinates with clients' other professionals, such as accountants and estate attorneys, to deliver comprehensive wealth management solutions aligned with individual long-term goals and risk tolerances.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $75.0M | 0.30% |
| $75M+ | 0.20% |
Fees are negotiable. Firm also offers Outsourced Chief Investment Officer services with a separate fee schedule starting at 0.50% for the first $50 million.