About BROOKS INVESTMENT ADVISORY SERVICE
BROOKS INVESTMENT ADVISORY SERVICE prides itself in being a top-notch financial advisory service, providing expert financial advice to its clients. With years of experience in the industry and a team of seasoned professionals, they are dedicated to helping their clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Comprehensive financial planning tailored to each client’s needs
- Expert investment management and portfolio building
- Retirement planning and management
- Estate planning and wealth transfer strategies
Facts and Insights
BROOKS INVESTMENT ADVISORY SERVICE has been in business for over 15 years, serving clients across the country. They have offices located in major cities, making their services easily accessible to a wide range of clients. As a trusted financial advisor, they have helped their clients navigate through various market cycles and economic changes, providing stability and peace of mind.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
BROOKS INVESTMENT ADVISORY SERVICE offers a wide range of financial services to cater to their clients’ diverse needs. They provide comprehensive financial planning, investment management, retirement planning, and estate planning services. Their team of experts stays updated with the latest market trends and works closely with clients to create customized financial plans that align with their goals and risk tolerance.
Client Types
BROOKS INVESTMENT ADVISORY SERVICE caters to a variety of clients, including high-net-worth individuals, families, and businesses. They also work with individuals and families who are planning for retirement or seeking guidance for wealth preservation. Their clients range from young professionals to retirees, and their services are tailored to meet the unique needs of each client.
Fees & Compensation
BROOKS INVESTMENT ADVISORY SERVICE operates on a fee-only basis, which means they do not receive commissions for recommending specific products. This fee structure ensures that their clients’ interests are their top priority, and they do not have any conflicts of interest. The fees are based on a percentage of the assets they manage, making it a transparent and fair compensation structure.
Background
The BROOKS INVESTMENT ADVISORY SERVICE team is led by George Brooks, who has over 20 years of experience in the financial industry. He is a certified financial planner (CFP) and has a solid track record of helping clients achieve their financial goals. The team is also backed by a group of highly qualified financial advisors and analysts with expertise in various financial areas, ensuring that clients receive top-notch services.
Financial Advisor Disclosures to Know
BROOKS INVESTMENT ADVISORY SERVICE is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). They have a fiduciary responsibility, which means they are legally bound to act in their clients’ best interests. They have no disclosures or disciplinary actions on their record, indicating their commitment to upholding the highest ethical standards in the industry.