Brookwood Wealth Advisors offers investment advice tailored to clients’ needs and goals. This includes reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Brookwood Wealth Advisors also provides financial planning consulting services, including risk assessment, investment planning, estate planning, and financial organization.
Assets Under Management$14M
Clients61
Advisors1
Avg. per Client$220K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.65% |
| $4M+ | 0.65% |
Fees negotiable for accounts over $4,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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