Courtney Ingram
Courtney Ingram is a registered investment advisor at Brookwood Investment Group, based in Coyers, GA, with 2 years of industry experience. Courtney 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, Insurance Planning, and 3 more. Their firm serves 3,506 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and generally range up to 2.50% depending on portfolio size, complexity, and other factors. A technology fee of $60 per account is charged annually unless waived.
Fee Estimator
Location
Coyers, GA
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2023Employment History
Current Registrations
Brookwood Investment Group
Previous Registrations
Redwood Private Wealth
Cornerstone Advisors LLC
Advisor Share Wealth Management
Fiscal Wisdom Wealth Management 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.