J. Brooks & Company provides portfolio management based on your goals, risk tolerance, and time horizon. They create an investment plan to help select a portfolio that fits your situation. J. Brooks & Company also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning.
Assets Under Management$4.9M
Clients12
Advisors1
Avg. per Client$410K
Avg. per Advisor$4.9M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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