Bradley Rooks
Bradley Rooks is a registered investment advisor at Rooks Wealth Advisors, LLC, based in Chattanooga, TN, with 14 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 61 clients with $54M 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 $250K | 1.25% |
| $250K - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees may be negotiable on a case-by-case basis. Fee reductions are offered to family members of associated persons and employees of the firm.
Fee Estimator
Location
412 Georgia Avenue, Suite 236, Chattanooga, TN, 37403
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2021Employment History
Current Registrations
Rooks Wealth Advisors, LLC
Previous Registrations
Campbell Rooks Wealth Management, L.L.C.
Rooks Wealth Management, PLLC
State Registrations2 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.