Brooks Financial Advisory Group offers personalized investment advice and portfolio management. They construct portfolios using various securities and provide ongoing supervision. They also offer advice on retirement accounts. The firm's advice is tailored to individual client needs and objectives.
Assets Under Management$13M
Clients62
Advisors2
Avg. per Client$220K
Avg. per Advisor$6.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees are subject to negotiation. Accounts of members of the same household may be aggregated for purposes of determining the advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...