Brooks Wealth Management offers investment management and financial planning services. Investment management involves ongoing advice based on a client's individual needs and goals. Financial planning is offered through one-time or project-based engagements, covering areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Brooks Wealth Management is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under Management$11M
Clients23
Advisors1
Avg. per Client$460K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...