Stonebrook Capital Management offers personalized financial planning and investment management. They help clients determine financial objectives, identify problems, manage investments, plan for education and retirement, and handle estate planning. Stonebrook Capital Management is a fee-only firm, meaning they don't sell financial products or accept commissions. They manage client portfolios and don't act as custodians. Clients receive quarterly portfolio reviews and can schedule meetings with their advisor.
Assets Under Management$64M
Clients110
Advisors3
Avg. per Client$580K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
The annual fee is negotiable. Under no circumstances will any account be charged more than 2%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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