Brooks Investment Advisory Service manages client investment portfolios to help them achieve their financial goals. They invest in stocks, bonds, certificates of deposit, municipal securities, and mutual funds. Before investing, Brooks Investment Advisory Service consults with clients to understand their individual needs and objectives.
Assets Under Management$21M
Clients11
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.90% |
Fees are negotiable. A minimum annual fee of $1,000 is assessed for accounts valued at $100,000 or less.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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