| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.35% |
| $5M+ | 1.32% |
Milton, PA
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Brooks is a licensed insurance agent since 1997, dedicating about half of his time to selling various insurance products. He is also the Founder and President of Financial Fire Drill LLC, spending nearly full-time hours per month on this educational program.