Advisor at Brooks Investment Advisory Service
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Firm
Brooks Investment Advisory Service
Location
Seymour, IN
Credentials
Series 65
Industry experience
22 years
David Brooks is a financial advisor at Brooks Investment Advisory Service in Seymour, Indiana, holding a Series 65 designation with 21 years of industry experience. He has worked at Irwin Union Bank and Trust since 1991. Brooks Investment Advisory Service provides continuous investment and portfolio management services to individuals, banks, thrift institutions, and trusts or estates, managing approximately $20.6 million in discretionary assets. The firm employs a buy-and-hold strategy with investment decisions made on a discretionary basis using both fundamental and technical analysis.
$0 - $500,000: 1% per year Above $500,000+: 0.9% per year
Account minimum: $100,000 Minimum fee: $1,000 annual minimum for accounts $100,000 or less Fee-only: 1% per year on assets $0-$500,000; 0.9% per year on assets above $500,000; $1,000 minimum annual fee for accounts $100,000 or less
Seymour, IN
Indiana
Irwin Union Bank and Trust
1991 - Present (35 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Seymour, IN
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