Donovan Brooks is a CFP-designated registered investment advisor at Prospurpose Wealth, based in Saint Joseph, MO, with 14 years of industry experience. Donovan 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, Investment Management, and 3 more. Their firm serves 13 clients with $3M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.40% |
Fee may be negotiable under certain circumstances.
Fee Estimator
Contact
Donovan Brooks
Location
3500 N. Village Drive, Suite 273, Saint Joseph, MO, 64506
Get directionsHistory
Regulatory History (1)
Regulatory
May 2023Other Business Activities
Donovan owns Storyline Financial Planning DBA Prospurpose Wealth as a registered investment advisor. He also serves as treasurer for Wellspring Community Church and STJOENDP Inc., dedicating minimal time to each role.
Employment History
Current Registrations
Prospurpose Wealth
Previous Registrations
Origin Financial
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
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.
Exams
Additional Information
I'm a proud graduate of the Booth School of Business at Northwest Missouri State University and the executive certificate program at the University of Georgia for financial planning.