Erik Brooks
Erik Brooks is a registered investment advisor at Allegiance Financial Advisors, INC., based in Jacksonville, FL, with 39 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 338 clients with $180M 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 | 1.75% |
| $250K - $750K | 1.50% |
| $750K - $1.3M | 1.25% |
| $1.3M+ | 1.00% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
3112 St. Johns Bluff Road South, Jacksonville, FL, 32246-3712
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
Erik is a board member at Williston Central Christian Academy and on the Leadership Council at Church of God, dedicating a few hours per week to each. He is also an insurance broker through Della Porta Agency, LLC, DP Brokerage, Inc., and Shumate Brokerage, and an advisor for Allegiance Financial Advisors, Inc.
Employment History
Current Registrations
Allegiance Financial Advisors, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations9 states
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