Ashleigh Brooker
Ashleigh Brooker is a registered investment advisor at A. J. Brooker Financial Associates, based in Columbia, SC, with 17 years of industry experience. Ashleigh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Gen X, and 3 more. Their firm serves 51 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If A. J. Brooker Financial Associates manages your investments, the annual fee is 1% of the portfolio balance, billed quarterly. This service is reserved for existing clients as of December 31, 2023. For clients with at least $1,000,000 in assets under management, the firm offers wealth management services, which include financial planning and investment management, also at 1% annually, billed quarterly. This fee is negotiable.
Contact
Ashleigh Brooker
Location
3614 Landmark Drive, Suite C, Columbia, SC, 29204
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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
Ashleigh is a business consultant at the Small Business Development Center, dedicating about half her time to helping business owners develop business plans. She is also a licensed insurance agent, spending about 10-20% of her time in this role.
Employment History
Current Registrations
A. J. Brooker Financial Associates
Previous Registrations
Edward Jones
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
Additional Information
The three most important things in my life are my faith, my family, and my business. Because my faith is my top priority, I try to live my life so that my family and business relationships reflect the tenets of my faith.