Kaila Brooks is a registered investment advisor at Park Square Financial Group LLC, based in Roswell, GA, with 1 years of industry experience. Kaila 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, Investment Management, and 2 more. Their firm serves 430 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Square Financial Group manages investments through a wrap fee program, which covers advisory services, financial planning, brokerage transactions, custody, and reporting for a single fee. The annual fee is a percentage of your portfolio, not to exceed 2.35%. The specific fee is determined on a client-by-client basis, considering factors like complexity, assets under management, and portfolio style. Fees are deducted monthly from your account by the custodian.
Location
55 Park Square, Ste 103, Roswell, GA, 30075
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Park Square Financial Group LLC
Previous Registrations
Csenge Advisory Group, LLC
State Registrations1 state
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