Fee Schedule No Surprises
Simple, transparent, and designed so your effective rate declines as assets grow.
Who This Is Generally For
New relationships are generally reserved for households that meet one of the following. You do not need to meet both.
The free consultation is open to everyone. If you are earlier in the journey or simply want a clearer picture of your finances, a one-time financial plan or fixed fee arrangement may be a better starting point, and that is something we can figure out together on the call.
| Assets Under Management | Annual Fee (per tier) |
|---|---|
| $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% |
| $10,000,001 and above | 0.25% |
- $0 to $1,000,0001.00%
- $1,000,001 to $5,000,0000.75%
- $5,000,001 to $10,000,0000.50%
- $10,000,001 and above0.25%
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.
Each tier rate applies only to the portion of assets within that range. As your balance grows, your effective rate naturally declines.
- First $1,000,000 billed at 1.00%
- Next $3,000,000 billed at 0.75%
Other fee arrangements are available in some circumstances. In situations where an asset management relationship is not the right fit, a fixed fee planning relationship or one-time planning engagement may be more appropriate. These arrangements are available at the adviser's discretion, and the structure, scope, and fee are always determined together before any engagement begins.
If you are unsure which arrangement fits your situation, the introductory call is the right place to start.
Start With a Free Consultation
See what it is like to work with a fiduciary before committing to anything. The first step is a simple conversation about where you are and where you want to go.
Book a Free Consultation →Scott Brooks, CFP® · Brooks Wealth Management · Westlake Village, CA