Cole Brooks is a CFP-designated registered investment advisor at Crb Strategic Services LLC, based in Phoenix, AZ, with 11 years of industry experience. Cole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 57 clients with $59M 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% |
This fee applies to clients who hold their assets at Altruist Financial, LLC. For clients who direct CRB to use their existing custodian (e.g., Vanguard), CRB will charge a fixed fee, typically ranging from $100 - $2,500, quarterly. This fee will not exceed 3% of assets under management with CRB.
Fee Estimator
Location
Phoenix, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Crb Strategic Services LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations4 states
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