Northbrook Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$69,122,000
Total clients
114
28% high-net worth
Total advisors
2
of 5 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
57
Average account size
$606,333
Client services
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Ongoing Comprehensive Financial Planning monthly fees from $200 to $5,000; Retirement Income Planning $500 per month.
Fee-only: Ongoing Comprehensive Financial Planning fees from $200 to $5,000 per month; upfront fees from $200 to $2,000; Retirement Income Planning fees with upfront fee $1,000 to $10,000 plus $500/month; Financial Planning & Tax Preparation fees with upfront $1,000 plus annual $3,600 (individual) or $4,800 (couples); Speaking Engagement fees range from $0 to $2,000.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Northbrook Financial
1340 Smith Ave Ste 200
Baltimore MD 21209, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
Mike D
CFP®, ChFC®
Baltimore, MD
Northbrook Financial
Mike focuses his energy into helping clients navigate all of their financial needs. His experience includes a stint on the floor of the New York Stock Exchange, a career focused on investments at Brown Advisory and insurance at Securian Financial. During these experiences, he learned that a balanced approach and strategic financial planning is what can help clients achieve their goals. When not talking to clients or researching the next great opportunity for them, Mike & his wife enjoy quiet city living and relaxing whenever their new daughter allows. He loves playing soccer, lacrosse, golf, basketball… and really any sport. When he’s not meeting friends or family at the movies or the local watering hole, you can normally find him reading something very nerdy, like science fiction or financial science.
Elliot P
CFP®
Baltimore, MD
Northbrook Financial
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