Brooks Financial of North Carolina provides financial planning and non-discretionary asset management services. The firm focuses on understanding client needs and developing strategies to address their individual situations. Services include investment advice, retirement planning, insurance planning, and tax planning. Brooks Financial also uses AI for real-time note-taking and project management.
Assets Under Management$9.5M
Clients59
Advisors1
Avg. per Client$160K
Avg. per Advisor$9.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.75% |
| $750K - $1.5M | 0.60% |
| $1.5M - $3.5M | 0.50% |
| $3.5M+ | 0.50% |
Fees above $3,500,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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