Brookhouse Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$27,314,992
Total clients
103
5% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
103
Average account size
$265,194
About
The firm provides discretionary asset management and fee-based financial planning to individuals (including high-net-worth clients), small businesses, pension and profit-sharing plans, and nonprofit/charitable organizations. Services include constructing individualized investment policy statements, model portfolio management, and fixed-fee comprehensive or limited financial planning.
Investment approach combines active management and tactical asset allocation with diversification, using industry, regional, value, and technical analysis to build and rebalance portfolios. Clients have real-time online access to accounts, and the firm conducts at least quarterly reviews while generally exercising discretionary trading authority.
Noteworthy for a single-advisor independent firm managing about $27.3 million for roughly 100 clients, it unusually serves charitable organizations and provides pension/profit-sharing plan clients and pension consulting—services that are relatively rare among peers. The firm’s lead advisor holds CFP and retirement-income credentials plus a faith-based financial counseling certification, and the brochure discloses volunteer board and finance‑committee roles with nonprofit and religious organizations as well as an advisory relationship with a nonprofit client.
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
$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%
Fee-only: Financial planning fixed fee based on complexity and scope, calculated at $200 per hour
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:
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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.
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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.
Main office location
Brookhouse Advisors
17102 Conneaut Lake Road
Meadville PA 16335, United States
Number of offices
1
Forms ADV
Quick links
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