DB
CFP
DB
CFP

Darold Brooks

21 Years of Experience
Grovetown, GA
1 Disclosure

Darold Brooks is a CFP-designated registered investment advisor at Meridian Wealth Management, LLC, based in Grovetown, GA, with 21 years of industry experience. Darold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 5,533 clients with $5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
58 advisors
Number of Clients
5,533 clients
Average Client Portfolio
$901K average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from 0.0% to 2.0% annually and are negotiable based on account complexity and the level of service provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Grovetown, GA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 1993
Settled
Other Business Activities

Darold is a managing director at CMI Realty Associates, Inc. and CMI Realty Group, LLC, both real estate companies, and the sole owner of Charter Management Inc., which holds interests in the other two companies and is used for business tax purposes. These activities take a few hours per week.

Employment History
Current Registrations
Meridian Wealth Management, LLC
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Southport Capital
March 2010 - May 2022 · 12 yrs 2 mos
Oppenheimer & CO. INC.
September 2004 - February 2010 · 5 yrs 5 mos
State Registrations1 state
GA
Advisor

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
No exam information available for this advisor.