Sheila Brooks
Sheila Brooks is a registered investment advisor at Southbridge Capital Partners LLC, based in Chattanooga, TN, with 11 years of industry experience. Sheila operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17 clients with $7.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee. Fees are negotiable.
Fee Estimator
Location
407 E. 5th St, Suite B, Chattanooga, TN, 37403
Get directionsHistory
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
Sheila works as an independent insurance agent since 2014, selling insurance. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Southbridge Capital Partners LLC
Previous Registrations
The Leaders Group, INC.Broker
Tlg Advisors, INC.
Principal Securities, INC.
Principal Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.