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Brooks Harper McGee

Icon Wealth Partners

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About Brooks Harper McGee

Brooks Harper McGee is a financial advisor registered with Icon Wealth Partners. Brooks is also registered as a registered representative with Purshe Kaplan Sterling Investments. Brooks has been in the financial industry since July 2012. Brooks has a Series 66 and a Series 7 license and a SIE designation. Brooks specializes in helping individuals, corporations, trusts, and charitable organizations with their financial planning and investment management needs. The firm's main office is located in Houston, Texas.

Firm Information

Brooks McGee is currently registered with Icon Wealth Partners. Icon Wealth Partners is a Houston, TX-based registered investment advisor with approximately $1.90 billion in regulatory assets under management. They offer a range of advisory services, including financial planning, portfolio management for individuals, and credit and cash management solutions. The firm primarily serves high-net-worth individuals and corporations, with a focus on providing personalized wealth management solutions.
Icon Wealth Partners

1980 POST OAK BOULEVARD

HOUSTON, TX 77056

$1.91B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions

Credit and cash management solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing on eligible credit and cash management solutions

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Brooks McGee’s Registration & Firm History

TX

08/01/2022 - Present

Icon Wealth Partners (HOUSTON TX)

TX

09/17/2020 - 12/31/2022

PURSHE KAPLAN STERLING INVESTMENTS (Houston TX)

TX

01/14/2013 - 06/23/2020

AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 07/31/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brooks Harper McGee.
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