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Scott Brookes

Advisor at Sharkey Howes & Javer Inc

Updated today
Sharkey Howes & Javer Inc logo

Firm

Sharkey Howes & Javer Inc

Location

Denver, CO 80246-1904

Credentials

Series 63, Series 65

Industry experience

22 years

About

Scott Brookes is a financial advisor at Sharkey, Howes & Javer Inc. in Denver, CO, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Sharkey, Howes & Javer since 2006. Sharkey, Howes & Javer serves individuals, high-net-worth clients, trustees, businesses, and pension plans with fee-only investment management and comprehensive financial planning. The firm employs an actively managed, asset-allocation approach supported by fundamental and technical analysis, and offers employer-focused services including company retirement-plan education and administration.

Client services

Based on Sharkey Howes & Javer Inc

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Sharkey Howes & Javer Inc

Retirement income strategy General retirement planning ESG / Sustainable investing Equity compensation tax strategy Business ownership considerations

Occupation focus

Based on Sharkey Howes & Javer Inc

Executive Founder/Business Owner

Fee options

Fixed

Financial planning fees range from $2,000 to $15,000 depending on complexity; initial retainer $500.

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50% or less

Other

Account minimum: $250,000 Fee-only: Fee-only advisory firm; no commissions or other compensation from product sales.

Location

720 South Colorado Blvd, Suite 600 South Tower

Denver, CO 80246-1904

Most active in

Colorado

Work history

Sharkey, Howes & Javer Inc.

2006 - Present (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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