Brookhouse Advisors provides investment management services, creating customized portfolios based on each client's financial situation, needs, and goals. They also offer financial planning services for a fixed fee, which can be comprehensive or limited in scope depending on the client's needs. Brookhouse does not participate in wrap fee programs and is committed to providing customized service to every client.
Assets Under Management$27M
Clients103
Advisors1
Avg. per Client$270K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.75% |
Asset management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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