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 retirement, education funding, insurance needs, and estate planning. Financial planning is not required to use investment management services.
Assets Under Management$140M
Clients57
Advisors5
Avg. per Client$2.4M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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