A complete list of active advisors currently associated with Brookwood Financial Services
Warmer can help you find a great advisor at Brookwood Financial Services or one who fits your needs even better.
Brookwood Financial Services, LLC is a registered investment adviser that offers portfolio management and financial planning to individuals, high‑net‑worth clients, charitable organizations, and business entities, and may provide services for pooled or institutional accounts. The firm documents client goals and risk tolerance through written investment policy statements and provides discretionary portfolio management alongside one‑time or ongoing financial planning. Its investment process combines multiple methods of analysis—charting, cyclical, fundamental, quantitative, technical, and modern portfolio theory—and employs long‑term, short‑term, and options trading strategies, including covered and uncovered options. Brookwood generally seeks discretionary authority to implement client IPSs, conducts at least quarterly account reviews, and requires clients to custody assets through Altruist. Several operational and business features distinguish the firm from many peers: it is newly formed, operates with a single advisory principal and reported no assets under management at the time of filing, and does not aggregate block trades for multiple client accounts. The firm’s representatives are also licensed insurance agents who may receive commissions when selling insurance or annuity products, and the firm offers hourly financial planning fees—both uncommon among investment managers and identified as potential sources of conflicts that the firm discloses.
To learn more about the advisors currently working at Brookwood Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Oscoda, MI
| 2
|
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