Elliot Pepper is a CFP-designated registered investment advisor at Northbrook Financial, based in Baltimore, MD, with 5 years of industry experience. Elliot 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 127 clients with $87M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
1340 Smith Ave Ste 200, Baltimore, MD, 21209
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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
Elliot is a CPA and Managing Member of Northbrook Tax, LLC, dedicating a significant amount of time to tax planning and preparation. He also works as a Financial Literacy Teacher at Beth Tfiloh Dahan Community School, spending a few hours per week on this activity.
Employment History
Current Registrations
Northbrook Financial
State Registrations6 states
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