BN
BN

Brooke Hudson Naghavi

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
27 advisors
Number of Clients
1,332 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.7B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.50%
$10M+0.25%

Fees are negotiable and may vary based on numerous factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Location

8955 Katy Freeway, Suite 200, Houston, TX, 77024-1626

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brooke owns a rental house since 2016, which is investment related. She spends minimal time on this activity.

Employment History
Current Registrations
Corda Investment Management, LLC
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Frost Brokerage Services, INC.Broker
January 2017 - April 2018 · 1 yr 3 mos
Fs Investment Solutions, LLCBroker
December 2011 - December 2016 · 5 yrs
Hines Real Estate Investments, INC.Broker
February 2011 - December 2011 · 10 mos
Sun Life Financial Distributors, INC.Broker
January 2010 - December 2010 · 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.