Brookline Investments, Inc. is an independent investment advisory firm based in Birmingham, Alabama, that has been in business since 1999. The firm manages wealth for individuals, families, trusts, and businesses through separately managed accounts and private pooled investment vehicles. Rather than picking individual stocks, Brookline takes a consultative approach by getting to know each client's goals and risk tolerance, designing a tailored asset allocation, and then selecting and monitoring professional sub-advisers to manage the actual investments. Brookline specializes in wealth preservation strategies, including estate planning, hedging concentrated single-stock positions resulting from business sales or stock-for-stock swaps, and incorporating alternative investments like real estate, private equity, and commodities for diversification. The firm exercises investment discretion based on agreed-upon guidelines and provides quarterly performance reports and regular client reviews.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual advisory fees generally range from 1.00% to 1.75% of assets under management and are negotiable based on account complexity, size, and composition.