Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for portfolio management are based on a percentage of the average daily balance, never to exceed 2% annually, billed monthly. Selected models may have additional management fees ranging from 0.25% to 1.00%. Financial planning services are included for portfolio management clients. Hourly consulting ranges from $100 to $300 per hour. Fixed fees and subscription-based fees are also available for financial planning, as documented in the financial planning agreement.
Areas of Practice
Advisor Information
Office location
Henderson, NV
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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 ActivitiesSells Insurance
Brock is the President & CEO of PERA Administrators, a third-party administrator for Non-ERISA retirement plans, and a Partner/Chairman at Encompass More Group, Inc. He also owns Brock McKinley, LLC and Two Studs, LLC, and is an independent consultant for Appreciation Insurance and Financial Services, a life insurance and annuity agency, and a manager at PERA, LLC dba PERA Appointments, a marketing company for insurance agents.