Clearbrook Investment Consulting provides investment and strategic advice, investment solutions, and related wealth advisory services. Clearbrook primarily serves institutional clients, including retirement plans, foundations, endowments, high net worth families, financial intermediaries, and insurance companies. Clearbrook develops investment policy statements, asset allocation models, and investment manager recommendations tailored to client needs. An affiliate, Clearbrook Investment Solutions, provides discretionary consulting services as an outsourced investment team.
Fee Structure
Clearbrook Investment Consulting negotiates its fees with individual clients based on factors like account size, number of managers involved, and the amount of work expected. Fees are based on a percentage of assets under management or advisement, hourly charges, and fixed fees. Asset-based fees typically range between 0.03% and 0.25% per year on a sliding scale. All fees are negotiable and subject to change.