Joshua Brooks
Joshua Brooks is a CFP-designated registered investment advisor at Exponential Advisors LLC, based in Weatherford, TX, with 8 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 10 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee of 1.00% of assets under management, billed monthly in arrears. Fees may be negotiable.
Fee Estimator
Contact
Joshua Brooks
Location
Weatherford, TX
Get directionsHistory
Regulatory History (1)
Criminal
December 1999Other Business Activities
Joshua serves as a chaplain in the Army Reserve, dedicating about 10-20% of his time to this role. While he is a licensed insurance agent, he no longer sells insurance products or is affiliated with any insurance companies.
Employment History
Current Registrations
Exponential Advisors LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Edward Jones
Edward JonesBroker
Fidelity Brokerage Services 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.
Exams
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