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 $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.35% |
Fees are negotiable.
Fee Estimator
You'll pay an annual fee based on your assets under management, not exceeding 1.20%. For clients opting for strategies managed by a third-party advisor, additional fees may apply. The fee is billed quarterly in advance, based on the balance at the end of the preceding calendar quarter. Fees are negotiable. The digital wealth management program offered through Betterment charges an asset-based wrap fee quarterly in arrears, and Betterment charges a separate asset-based program fee.
Areas of Practice
Advisor Information
Office location
Ramona, CA
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.
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Brooksher is an Investment Adviser Representative at Constitution Wealth LLC, a Registered Investment Advisor, since November 2021.