Brook Scardina is a registered investment advisor at Crescent Advisor Group, INC., based in Roswell, GA, with 3 years of industry experience. Brook operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 228 clients with $340M 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 $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1000K | 2.00% |
| $1M+ | 2.00% |
Standard fee schedule shown. Alternative Value Advisor Plus program charges 1.0625% for equities and funds, and 0.60% for debt instruments over $100,000. Fees for accounts over $1 million are negotiable.
Fee Estimator
Location
Roswell, GA
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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
Brook is a Managing Partner at White Oak Capital Holdings, Inc., involved in commercial real estate lending since January 2021. This investment-related activity takes nearly full-time hours, mostly during trading hours, and involves investment consulting.
Employment History
Current Registrations
Crescent Advisor Group, INC.
Previous Registrations
St. John & Associates, INC.
Crescent Wealth Advisory, LLC
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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