Brooknoll Advisors LLC
Answer a few questions and
get matched with an advisor.
Learn more about Brooknoll Advisors LLC
Overview
Brooknoll Advisors LLC is an advisory company located in Boston, Massachusetts. Brooknoll Advisors LLC oversees $645.4 million in assets over two accounts, making it one of the larger financial advisory firms in the country by assets under management (AUM). The company has a small team, including 1 financial advisor. Brooknoll Advisors LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial assets such as equities, options and bonds.
Brooknoll Advisors LLC manages zero of its client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction decisions for the client's account without requiring the client's approval. It also manages two non-discretionary accounts totaling $645.4 million in assets. The firm's average account size is $322.7 million. An average advisor at Brooknoll Advisors LLC manages around two client accounts, making it one of the most individualized advisor firms in the country.
Brooknoll Advisors LLC's main office is located at One Boston Place, Boston, Massachusetts 2108. It is legally permitted to serve investors in the state of Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Brooknoll Advisors LLC by the Numbers
$645.4 million
1
2
$322.7 million
Products and Services
Brooknoll Advisors LLC offers multiple services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. The firm is not involved in selling products or offering services other than investment advisory services to its investment advisory accounts.
Core Advisor Services
-
Find a firm that offers this service
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Find a firm that offers this service
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees vary depending on which services the firm provides the client. However, fee types charged by Brooknoll Advisors LLC likely are comprised of the following fee structures: hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Brooknoll Advisors LLC.
Available
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
Disclosures
Brooknoll Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.