Kevin Brooks
Kevin Brooks is a registered investment advisor at Legacy Edge Advisors, based in New York, NY, with 21 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 532 clients with $1.2B 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 | 2.50% |
Annual fee ranges up to 2.50% of assets under management. Fees are generally negotiable and may be charged as a single rate or tiered rate.
Fee Estimator
Location
369 Lexington Avenue, Suite 3111, New York, NY, 10017
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2011Other Business ActivitiesSells Insurance
Kevin is an independent licensed insurance agent.
Employment History
Current Registrations
Legacy Edge Advisors
Previous Registrations
Wealthshield Partners, LLC
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Park Avenue Securities LLCBroker
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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