Brookmont Capital Management offers investment advice and portfolio management to individuals, families, institutions, and other entities. Brookmont works with clients to establish investment goals and objectives and then creates and manages a portfolio based on those goals. Brookmont manages accounts on a discretionary or non-discretionary basis.
Assets Under Management$860M
Clients70
Advisors3
Avg. per Client$12M
Avg. per Advisor$290M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Annual fee, minimum account size, and minimum fee may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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