Robin Depies
Robin Depies is a registered investment advisor at Brookwood Investment Group, based in Colorado Springs, CO, with 10 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,160 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brookwood Investment Group's investment management fee is negotiable, up to 2.50% annually, depending on factors like the amount of assets managed, portfolio complexity, and client needs. Fees can be charged using a flat, linear, or tiered percentage structure. Fees are calculated as a percentage of assets under management and assessed quarterly, either in advance or in arrears, as agreed upon. Cash positions are included when calculating the fee.
Location
Colorado Springs, CO
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
Robin owns Heartfelt Financial Solutions, LLC, where she consults on financial habits, cash flow, and income. Robin is also an independent licensed insurance producer selling life, disability, LTC, and annuity products, dedicating a few hours per week, and an independent Medicare broker, also dedicating a few hours per week. Finally, Robin owns Confidence In Clarity, LLC, where she provides divorce coaching and planning, dedicating minimal time.
Employment History
Current Registrations
Brookwood Investment Group
Previous Registrations
Redwood Private Wealth
Horter Investment Management, LLC
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Nova Financial & Insurance Services
Mutual Securities, INC.Broker
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.