Brooks Wealth Management Fee Schedule
Simple, transparent, and designed so your effective rate declines as assets grow.
| Tier of Assets | Tier Fee |
|---|---|
| $0 to $1,000,000 | 1.00% |
| $1,000,001 to $5,000,000 | 0.75% |
| $5,000,001 to $10,000,000 | 0.50% |
| $10,000,000+ | 0.25% |
- $0 to $1,000,000 1.00%
- $1,000,001 to $5,000,000 0.75%
- $5,000,001 to $10,000,000 0.50%
- $10,000,000+ 0.25%
Fees are billed quarterly in advance and calculated at the household level. Each tier applies only to the assets within that tier. Advisory fees are negotiable at the firm's discretion.
Blended Tier Pricing
This is a blended tier schedule, not a single flat rate. As household assets grow, the effective rate naturally declines because higher balances are billed at lower tier rates.
Example: $4,000,000 household managed
- First $1,000,000 is billed at 1.00%
- Next $3,000,000 is billed at 0.75%
Your effective rate is the blended result of the tiers above.
How I Think About Ongoing Wealth Management
Ongoing support is not the starting point, and it is not the right fit for everyone.
Every relationship begins with financial planning. It gives us both a clear understanding of where things stand and what actually needs attention before deciding if it makes sense to keep working together.
If we do move forward, it is because there is alignment. We communicate well. We see money similarly. And we both care about making thoughtful, consistent decisions over time.
I am not trying to build the biggest firm. I am building a focused one, with people I enjoy working with and relationships that are meant to last.
Minimums
I do not have a minimum asset requirement. That said, not every situation fits neatly into an asset-based fee.
For example, I may work with a young, high-earning couple who is doing all the right things. They are building their careers, paying down student debt, and planning for a first home. There may not be significant assets to manage yet, but the need for financial guidance is real.
In cases like that, an asset-based fee does not make much sense. Instead, I structure the relationship as a fixed quarterly fee that reflects the scope of the work and the level of responsibility involved.