Overbrook Management Corporation offers investment management and family office services. Overbrook manages investment portfolios for individuals and institutions, aiming for wealth preservation and long-term growth. Services include portfolio management, family office services like tax and estate planning coordination, and reporting services. Overbrook may recommend investments in alternative investments for certain clients.
Fee Structure
Overbrook's fees for managing your investments in separate accounts range from 0.50% to 1.25% per year, based on the value of the assets. The specific fee depends on the services provided, account size, how your money is invested (stocks vs. bonds), and other accounts you have with Overbrook. Overbrook also charges 0.50% - 0.75% per year for finding and monitoring alternative investments, based on the amount invested.