A. J. Brooker Financial Associates offers comprehensive financial planning and wealth management. Financial planning includes reviewing existing plans, evaluating insurance, understanding employee benefits, analyzing retirement and college planning, balancing strategies to meet financial goals, managing investments, and incorporating generosity. Wealth management includes financial planning and investment management, considering your financial situation, risk tolerance, and time constraints. The firm primarily recommends mutual funds, index funds, and exchange-traded funds.
Fee Structure
If A. J. Brooker Financial Associates manages your investments, the annual fee is 1% of the portfolio balance, billed quarterly. This service is reserved for existing clients as of December 31, 2023. For clients with at least $1,000,000 in assets under management, the firm offers wealth management services, which include financial planning and investment management, also at 1% annually, billed quarterly. This fee is negotiable.