BROOKS WEALTH MANAGEMENT

Overview

Brooks Wealth Management is an independent RIA organized as an LLC and owned by an individual. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. Its fees are charged as a percentage of assets under management and, where appropriate, on an hourly or fixed-fee basis. The firm identifies itself as an active ESG investor. It does not present itself as a capital allocator and is not registered as a multi-state adviser or as a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices