Daniel Brooks
Daniel Brooks is a registered investment advisor at Brooks Financial Advisory Group,inc., based in Lake Worth, FL, with 21 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 62 clients with $13M 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 $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees are subject to negotiation. Accounts of members of the same household may be aggregated for purposes of determining the advisory fee.
Fee Estimator
Location
Lake Worth, FL
Get directionsHistory
Regulatory History (1)
Criminal
November 1986Other Business ActivitiesSells Insurance
Daniel is an independent insurance agent with BISYS Insurance Services since 2000, selling life insurance, annuities, and other insurance products, dedicating a few hours per week. He also does tax preparation.
Employment History
Current Registrations
Brooks Financial Advisory Group,inc.
State Registrations2 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.