Brooke & Schafer, LLC
Brooke & Schafer, LLC (CRD# 120020) is a financial advisory firm headquartered in Cincinnati, OH. They manage $18,000,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Brooke & Schafer, LLC
By the Numbers
-
Total Assets Under Management18MILLION
-
Total Number of Accounts50ACCOUNTS
-
Average Account Value$360,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Brooke & Schafer, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.