Brooks Robinson
Brooks Robinson is a registered investment advisor at Synovus Securities, INC., based in Lagrange, GA, with 41 years of industry experience. Brooks is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 12,411 clients with $8.4B 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 | 1.46% |
| $500K - $1.0M | 1.36% |
| $1.0M - $2.0M | 1.26% |
| $2M+ | 1.16% |
Rates reflect the Advisor Directed Program schedule (highest standard SSI retention rate among main programs). Fees vary across different programs (such as SMA, Strategist, UMA) which also include subadviser and platform fees. Fees are negotiable.
Fee Estimator
Location
200 North Greenwood, Lagrange, GA, 30240
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2016Regulatory
July 2000Customer Dispute
December 1998Employment History
Current Registrations
Synovus Securities, INC.
Synovus Securities, INC.Broker
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.Broker
Smith Barney INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Baker, Watts & CO., INC.Broker
State Registrations11 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.
Exams
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