Brooker Wealth Management
Assets Under Management
$592.4M
Number of Clients
257
Number of Advisors
4
Average Client AUM
$2.3M
AUM per Advisor
$148.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Brooker Wealth Management offers investment management on a discretionary basis, including financial goal setting, risk assessment, and asset allocation. They also provide financial planning and consulting services covering areas like retirement planning, education funding, insurance needs, and estate plan review. The firm primarily invests in no-load mutual funds, ETFs, domestic bonds, CDs, and U.S. government securities.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $3.5M | 0.60% |
| $3.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Brooker Wealth Management charges an annual fee based on the market value of your investments. For example, the fee is 0.75% on the first $2,000,000. The minimum account size is $100,000, but this may be waived. Financial planning and consulting services are billed hourly, ranging from $200 to $275 per hour, with administrative support at $75 to $125 per hour.
Areas of Practice
Location
7677 Oakport Street, Suite 300, Oakland, CA, 94621