Brooks Morrow is a registered investment advisor at Highpoint Planning Partners, based in Dallas, TX, with 8 years of industry experience. Brooks operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 8,096 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HighPoint Advisor Group charges an annual fee based on the value of your portfolio, ranging from 0% to 2.20%. This fee is billed quarterly in advance. If you end your agreement before the quarter is over, you'll receive a prorated refund for the remaining days.
Location
5050 Quorum Drive, Dallas, TX, 75254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brooks is an Investment Advisor Representative doing business as Tomorrow's Wealth Planning through HighPoint Advisor Group, LLC, and also operates under a DBA for LPL business, dedicating full-time hours to these activities. He also owns Dovetail Residential (real estate rental), Tomorrows Acquisitions, and Alora Distribution, spending minimal time on each.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Advisor Resource Council
State Registrations6 states
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.