Brooker Wealth Management

Brooker Wealth Management is an SEC registered investment advisor that offers investment management and financial planning services. The firm was established in 19831 and has assets under management of $592,401,793 as of December 31, 2024. The firm provides discretionary investment management services, including financial goal setting, risk assessment, and strategic asset allocation. Brooker Wealth focuses on no-load mutual funds, ETFs, domestic bonds, certificates of deposit, and U.S. government securities for client portfolios. Clients have the option to place investment restrictions on their accounts. The firm acts as a fiduciary when providing investment advice, ensuring that clients' best interests are prioritized. Brooker Wealth charges management fees based on a percentage of the market value of investments held in client accounts. The fee structure ranges from 0.75% for accounts up to $2,000,000 to 0.25% for accounts above $10,000,000. The firm does not charge performance-based fees to avoid conflicts of interest. Clients have investment discretion over their accounts, allowing Brooker Wealth to make investment decisions based on individual financial circumstances and objectives. The firm's investment strategy emphasizes strategic asset allocation and diversification among various asset classes. Brooker Wealth's professional staff, including Joseph A. Wells, Robert J. Wells, Daniel K. Beatty, Samson K. Chan, Andrew M. Nevin, Scott P. Kelley, and Nolan M. Parker, are experienced and hold relevant certifications such as CFA and CFP. The firm's fee structure, fiduciary status, investment strategy, and professional team make it a reputable choice for individuals seeking personalized investment management and financial planning services.