Brooks, Moore & Associates (BMA) offers investment advice and manages portfolios for individuals, pension and profit-sharing plans, corporations, 401(k) plans, trusts, estates, and charitable organizations. BMA tailors its investment advice to each client's needs and goals, recommending asset allocation strategies across various investment products. Clients can request restrictions on specific investments. BMA provides discretionary investment advisory services through fee-based customized portfolios.
Assets Under Management$310M
Clients176
Advisors3
Avg. per Client$1.8M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $3.0M | 0.75% |
| $3M+ | 0.50% |
A fixed fee lower than the stated fee in the fee schedule may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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