Jerod Brockelman is a CFP-designated registered investment advisor at Eubank, Hutson & Associates, LLC, based in Plano, TX, with 10 years of industry experience. Jerod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 241 clients with $140M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.85% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
5928 W. Parker Rd., Suite 1100, Plano, TX, 75093
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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 Activities
Jerod works as an Investment Adviser Representative at Addington Financial Group since 2018, providing financial planning and investment management services. This requires about 10-20% of his time, all during securities trading hours.
Employment History
Current Registrations
Eubank, Hutson & Associates, LLC
Previous Registrations
Addington Financial Group LLC
State Registrations1 state
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