Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.35% |
| $5M+ | 1.32% |
Fee Estimator
Asset management fees are charged monthly, based on the size of your assets and the complexity of services, ranging from 1.32% to 1.65% annually. Financial planning services are offered at an hourly rate of $125 to $500, or a fixed fee up to $30,000 per plan, depending on complexity. Cash management services are offered at a fixed rate not exceeding 0.50% per annum. Retirement plan consulting fees range from 1.10% to 1.30% annually.
Areas of Practice
Advisor Information
Office location
Milton, PA
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brooks is a licensed insurance agent since 1997, dedicating about half of his time to selling various insurance products. He is also the Founder and President of Financial Fire Drill LLC, spending nearly full-time hours per month on this educational program.