Gary Brooks is a CFP-designated registered investment advisor at Mission Wealth Management, LP, based in Gig Harbor, WA, with 18 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5,341 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual investment management fee is 1.50%. Fees are negotiable and calculated based on portfolio value at quarter end.
Fee Estimator
Location
7191 Wagner Way, Suite 301, Gig Harbor, WA, 98335
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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 Activities
Gary is an official scorer for a professional baseball club, spending minimal time on this activity. He also serves on the investment committee for a non-profit foundation, dedicating minimal time each month.
Employment History
Current Registrations
Mission Wealth Management, LP
Previous Registrations
Bhj Wealth Advisors
Commonwealth Financial Network
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.
Exams
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