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
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, including retirement planning, education funding analysis, and estate plan review. They primarily use no-load mutual funds, ETFs, and bonds.
| 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% |
7677 Oakport Street, Suite 300, Oakland, CA, 94621