Brookline Investments provides investment advice to individuals, trusts, estates, pension and profit-sharing plans, pooled investment vehicles, and other corporations and business entities. Brookline manages individual, family, and corporate wealth through separately managed accounts, consulting with clients on wealth preservation strategies, including concentrated stock positions and alternative investments. Brookline uses sub-advisers for individual equities, managing the investment process by suggesting asset allocation and monitoring the sub-advisers.
Fee Structure
Brookline Investments' annual fee for investment advisory services generally ranges from 1.00% to 1.75% of the value of your portfolio. Brookline pays a percentage of this fee to the sub-adviser. Brookline clients who invest in Brookline-affiliated LLCs/private funds are not charged a separate account fee on such investments; rather, they invest directly in the LLC/private fund.