Robert Brooks
Robert Brooks is a registered investment advisor at Prudent Money Financial Services, based in Addison, TX, with 33 years of industry experience. Robert 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. Their firm serves 161 clients with $32M 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 | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.70% |
Fees and account size may be negotiable based upon a number of factors including, but not limited to, the client’s objectives, family or other related accounts, assets currently under management and the investment strategy employed. The fee for $3,000,000 and up is negotiable, using the previous tier's fee percentage as a starting point.
Fee Estimator
Location
16633 Dallas Parkway, Suite 275, Addison, TX, 75001
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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
Robert is a principal, investment advisor, and involved in asset management at RP Brooks Financial, Inc. He is also the author of a book, selling it through Deceptive Money, and sells fixed insurance products, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Prudent Money Financial Services
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Purshe Kaplan Sterling InvestmentsBroker
Prudent Money Financial Services
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
State Registrations1 state
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.