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Brotherton Investment Consultants LLC (Scottsdale)


Brotherton Investment Consultants LLC is a large advisory firm based in Scottsdale. It manages $150.86 million of regulatory assets for 539 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and Texas.

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Brotherton Investment Consultants provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brotherton Investment Consultants: assets under management

The assets under management (AUM) of Brotherton Investment Consultants LLC is $150.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 170% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $150.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $279.89 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brotherton Investment Consultants LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Scottsdale

The principal office where Brotherton Investment Consultants LLC performs its advisory services is located at 8658 E. San Alberto Drive, Scottsdale, AZ 85258, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 480-609-3080 or by fax 480-609-3085. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.bicinvest.com.


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