Kori Brooks is a registered investment advisor at Envestnet Pmc, based in Denver, CO, with 19 years of industry experience. Kori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,021,610 clients with $530B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Envestnet's fees vary depending on the program and the managers selected. These fees do not include advisor fees, which generally range from 0.80% to 1.10%. Mutual funds and ETFs also have internal operating expenses. When Tax Overlay or Values Overlay Services are used, there is an additional fee of 0.02% - 0.10%.
Location
1801 California St., Denver, CO, 80202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Envestnet Pmc
Previous Registrations
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Ivy Distributors, INC.Broker
Waddell & ReedBroker
Alps Distributors, INC.Broker
Putnam Retail Management Limited PartnershipBroker
State Registrations2 states
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