Overview

Headquarters
Oakland, CA
Total Firm Assets
$136 million
Average High-Net-Worth Client Portfolio Size
$3.7 million
Stated Minimum Account Size
$100,000

Fee Disclosure

Source: BROOKER WEALTH MANAGEMENT FIRM BROCHURE PART 2A & 2B - FEBRUARY 2025 (2026-08-19) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 0.75%
$2,000,001 $3,500,000 0.60%
$3,500,001 $5,000,000 0.50%
$5,000,001 $10,000,000 0.40%
$10,000,001 and above 0.25%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $7,500 0.75%
$5 million $31,500 0.63%
$10 million $51,500 0.52%
$50 million $151,500 0.30%
$100 million $276,500 0.28%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
65.93%
Number of High-Net-Worth Clients
24
Total Client Accounts
145
Discretionary Accounts
145

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
105437
  • BROOKER WEALTH MANAGEMENT FIRM BROCHURE PART 2A & 2B - FEBRUARY 2025 (2026-08-19) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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