Charles Brewster is a CFP-designated registered investment advisor at Brewster Financial Planning LLC, based in Brooklyn, NY, with 24 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 119 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $8.0M | 0.50% |
| $8M+ | 0.40% |
Minimum annual fee of $8,500, which is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Location
641 President Street, Suite 106, Brooklyn, NY, 11215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Brewster Financial Planning LLC
State Registrations1 state
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