Brooke Forest Capital LLC provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. It also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Brooke Forest Capital primarily recommends equities but may use other securities to diversify portfolios.
Assets Under Management$26M
Clients29
Advisors1
Avg. per Client$900K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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