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The fee is billed in advance or in arrears and is negotiable.","source":"BROOKWOOD INVESTMENT GROUP FIRM BROCHURE, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Brookwood Investment Group use?","answer":"Brookwood Investment Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Laurium, MI), with $1.05B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Brookwood Investment Group have?","answer":"Brookwood Investment Group has 24 investment adviser representatives registered with state securities authorities, out of 24 employees, and 22 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 24 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Brookwood Investment Group invest in?","answer":"At the end of its last fiscal year, Brookwood Investment Group’s separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 7% cash and equivalents, 2% U.S. government and agency bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Brookwood Investment Group?","answer":"Brookwood Investment Group’s direct owners are Robert Raimondo (50% to 75%), Kimberley Raimondo (50% to 75%), Brookwod Consulting LLC (75% or more) and Maia Wealth (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Brookwood Investment Group get paid?","answer":"Brookwood Investment Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}