Michael Brooks
Michael Brooks is a registered investment advisor at Perfetta Capital, LLC, based in Atlanta, GA, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 129 clients with $47M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable at Perfetta Capital's discretion.
Fee Estimator
Location
Atlanta, GA
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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
Michael has been an independent insurance agent since 2009, selling and servicing insurance products through unaffiliated issuers and agencies. This activity requires minimal time.
Employment History
Current Registrations
Perfetta Capital, LLC
Previous Registrations
Sentara Capital
Resource Horizons Investment Advisory, INC.
State Registrations3 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.