RB
RB

Roger O'neil Brooks

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
147 clients
Average Client Portfolio
$218K average
Assets Under Management
$32.1M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.00%
$500K+0.75%

Investment advisory fee is negotiable at our sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$750
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Location

9600 North Mopac, Suite 600, Austin, TX, 78759

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Strategic Investment Management
February 2004 - Present · 22 yrs
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.