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C. Strachan

7 Years of Experience
Boston, MA

C. Strachan is a registered investment advisor at Clear Brook Advisors, INC., based in Boston, MA, with 7 years of industry experience. C. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 27 clients with $870M in assets under management.

Compensation
Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$867.1M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

420 Boylston Street, 5th Floor, Boston, MA, 02116

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

C. Kenneth Strachan serves on the investment committees of Rio Fuerte Enterprises, LP and Rio Fuerte Capital, LP, which invests on behalf of his extended family. He receives a token stipend for this, dedicating minimal time to the activity.

Employment History
Current Registrations
Clear Brook Advisors, INC.
November 2018 - Present · 7 yrs 6 mos
State Registrations1 state
MA
Advisor

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Exams
No exam information available for this advisor.