Adam Brooks is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Scottsdale, AZ, with 27 years of industry experience. Adam 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 3,251 clients with $1.1B 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 - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
8737 E. Via De Commercio, Suite 100, Scottsdale, AZ, 85258
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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
Adam is a managing partner of Altamira Properties, LLC, an owner-occupied commercial building, spending a few hours per week. He also owns a personal rental property and dedicates minimal time to it, and assists clients in accessing annuities and insurance protection through Highland Capital, an MGA, spending minimal time on this activity.
Employment History
Current Registrations
Private Client Services, LLCBroker
Able Financial Group, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Washington Square Securities, INC.Broker
State Registrations35 states
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