Craig Brooks is a registered investment advisor at Future Capital Management INC., based in Castle Rock, CO, with 14 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 356 clients with $79M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
115 Wilcox Street, Suite 220, Castle Rock, CO, 80104
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig is a principal and licensed insurance producer at Future Capital Management Corporation since 2019, spending a few hours per week on insurance production activities. He also serves on the finance board at Mission Hills Church, dedicating minimal time, and is the managing member of a dormant LLC.
Employment History
Current Registrations
Future Capital Management INC.
Previous Registrations
Spc
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Country Capital Management CompanyBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.