Brookwood Investment Group is a registered investment advisor based in Phoenix, Arizona, managing investment portfolios and offering personalized financial planning and investment advice. Brookwood tailors portfolios to each client's specific goals, risk tolerance, and time horizon, utilizing a mix of passive, active, and tactical investment strategies. In addition to ongoing portfolio management, Brookwood provides financial planning and consulting services covering estate planning, tax strategies, and insurance analysis. The firm also assists with retirement plan consulting and offers educational workshops. Brookwood works with individuals, high-net-worth families, and businesses, operating through a network of partner offices and representatives across the country.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and generally range up to 2.50% depending on portfolio size, complexity, and other factors. A technology fee of $60 per account is charged annually unless waived.