Jonathan Brooks
Jonathan Brooks is a registered investment advisor at Fairhaven Financial Advisory Corporation, based in East Lansing, MI, with 8 years of industry experience. Jonathan 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, Retirement Planning. Their firm serves 805 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fairhaven Financial offers investment management through Gold Medal Services and Limited Investment Advisory Services. The maximum annual fees are:
- Gold Medal Services:
- $0 - $100,000: 1.60%
- $100,001 - $250,000: 1.60%
- $250,001 – $500,000: 1.30%
- $500,001 - $600,000: 1.20%
- $600,001 - $1,000,000: 1.00%
- $1,000,001 and Above: Negotiable
- Limited Investment Advisory:
- $0 - $100,000: 0.50%
- $100,001 - $250,000: 0.50%
- $250,001 – $500,000: 0.50%
- $500,001 - $600,000: 0.50%
- $600,001 - $1,000,000: 0.50%
- $1,000,001 and Above: Negotiable
Location
1400 Abbot Road, Ste 330, East Lansing, MI, 48823
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
Jonathan is a licensed insurance agent for various insurance companies, selling life, health, disability, and fixed interest annuities. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Fairhaven Financial Advisory Corporation
State Registrations1 state
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