Advisor at Stonebrook Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Stonebrook Capital Management, Inc.
Location
Davis, IL
Credentials
Series 65
Industry experience
13 years
Fixed fees for financial plans ranging $500 to $5,000 (negotiable).
$0 - $500,000: 1.50% annually $500,001+: 1.00% annually
$300/hour for financial planning; $200/hour for limited scope engagements.
Account minimum: $250,000 Fee-only: Fee-only financial planning and investment management; no commissions accepted.
Stonebrook Capital Management, Inc.
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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