Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges a maximum annual advisory fee of 1.65%, which may be modified lower. This fee is inclusive of any third-party manager fees unless otherwise specified. The firm does not charge a minimum advisory fee, and advisory fees charged by the firm and other third-party managers will not exceed 2%. The firm does not charge a separate fee for financial planning services at this time.
Areas of Practice
Advisor Information
Office location
1445 Victor Ave, Suite D, Redding, CA, 96003
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
Theodore is the President of Pine Brook Financial and Pine Brook Financial & Insurance Services, focusing on insurance sales and services, dedicating full-time hours to each. He is also the Chapter President for AFEA (American Financial Education Alliance), spending a few hours per week providing financial education.