Angela Brooks is a CFP-designated registered investment advisor at Family Capital Management, based in Grand Rapids, MI, with 11 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 499 clients with $440M 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 $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Location
168 Louis Campau Promenade NW,, Suite 500, Grand Rapids, MI, 49503
Get directionsHistory
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
Angela is an independent insurance agent with Stewardship Planning Partners since 2014, focusing on family wealth counseling. She also works with Family Capital Management and Paul Damon and Associates selling insurance annuities, dedicating minimal time and about half her time, respectively.
Employment History
Current Registrations
Family Capital Management
Previous Registrations
Osaic Wealth, INC.Broker
American Portfolios Financial Services, INC.Broker
State Registrations1 state
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