Brockman Capital Management, operating as Stock Pro, offers personalized investment advisory services. They provide portfolio management services, allowing clients to choose between active or self-directed strategies. They offer Standard Account Management, which uses model portfolios of diversified index funds and equity investments, and Pro Account Management, which uses machine learning technology and a wider range of investments. Retirement planning is included at no extra cost.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard Account Fee. Pro Account Fee is 1.75% of AUM. Fees may be higher than normally charged in the industry. Total fees will not exceed 3% of assets under management on an annual basis. The advisory fee is negotiable, depending on individual client circumstances.