Brookhouse Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,473,743
Clients
100
6% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
100
Very HighAverage account size
$204,737
About
Brookhouse Advisors is a registered investment adviser that provides discretionary asset management and fee-based financial planning to individuals, high-net-worth clients, small businesses, pension and profit-sharing plans, and nonprofit or charitable organizations. Services include customized investment policy statements, model-portfolio construction, and both limited and comprehensive financial planning.
The firm’s investment process combines industry, regional, value and technical analysis with tactical asset allocation, diversification, and active monitoring to maintain portfolio alignment with clients’ risk tolerances and time horizons. Brookhouse uses both short- and long-term trading, conducts regular rebalancing, and accepts discretionary authority for managed accounts; it also discloses use of strategies such as margin or options where appropriate.
Notable distinctions include a focus on institutional-like clients uncommon among peers — the brochure lists pension/profit-sharing plans, nonprofit and charitable clients, and a stated pension-consulting capability. The firm’s principal holds retirement- and values-oriented credentials and serves on nonprofit and religious organization boards, and the firm discloses a compensated advisory relationship with at least one nonprofit, a relationship noted as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement income strategy
General retirement planning
Active portfolio management
Fee options
Fixed fee for financial planning based on complexity and scope, calculated at $200 per hour
$0 - $50,000: 1.50% $50,000.01 - $499,999.99: 1.25% $500,000 - $999,999.99: 1.00% $1,000,000+: 0.75%
$200.00 per hour
Main office location
Brookhouse Advisors
17102 Conneaut Lake Road
Meadville PA 16335, United States
Number of offices
1
Most active in
Brookhouse Advisors has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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