Brooktree Capital Management manages investment portfolios for individuals, trusts, and businesses. They invest in stocks, bonds, mutual funds, and exchange-traded funds. Brooktree takes your financial situation into account when making investment decisions. They will also coordinate with your tax preparer if you desire. Brooktree manages client accounts on a discretionary basis.
Assets Under Management$140M
Clients74
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$69M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees may be negotiable based on account size, complexity, and other factors. Accounts of family members may be aggregated for fee calculation purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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