Adam Klein is a registered investment advisor at Brookwood Investment Group, based in Phoenix, AZ, with 9 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,160 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brookwood Investment Group's investment management fee is negotiable, up to 2.50% annually, depending on factors like the amount of assets managed, portfolio complexity, and client needs. Fees can be charged using a flat, linear, or tiered percentage structure. Fees are calculated as a percentage of assets under management and assessed quarterly, either in advance or in arrears, as agreed upon. Cash positions are included when calculating the fee.
Location
3930 E. Ray Road, Suite 155, Phoenix, AZ, 85044
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Regulatory 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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Adam is involved in real estate rental properties through Manhattan City Group, LLC, Manhattan City Group A, LLC, and Beantown Group, LLC. He spends minimal time on these investment-related activities.
Employment History
Current Registrations
Brookwood Investment Group
Previous Registrations
Belpointe Asset Management LLC
State Registrations1 state
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