Brooker Wealth Management provides personalized investment management and financial planning services. The firm builds customized portfolios using no-load mutual funds, exchange-traded funds, domestic bonds, certificates of deposit, and government securities, guided by Modern Portfolio Theory and strategic asset allocation. In addition to ongoing portfolio monitoring and management, the firm offers comprehensive financial planning covering retirement, tax strategies, education funding, insurance needs, real estate analysis, mortgage evaluations, and estate planning. Brooker Wealth Management operates as a fiduciary, meaning they are legally required to act in your best interest. The firm primarily serves individuals, high-net-worth clients, families, trusts, charitable foundations, and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $3.5M | 0.60% |
| $3.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees may be negotiated on a case-by-case basis. Principals of the firm and their family members are not charged management fees.