Holbrook Global Strategies offers investment management services, primarily to individuals and families, but also to foundations, trusts, pension plans, and other institutional clients. They manage portfolios on a discretionary basis, meaning they make trades for clients. They also provide financial planning related to portfolio management and retirement goals. Holbrook Global Strategies invests globally in stocks, bonds, real estate securities, mutual funds, and commodities, and may recommend limited partnerships with client approval.
Assets Under Management$160M
Clients35
Advisors1
Avg. per Client$4.6M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees range from 0.5% to 1.2% based on portfolio size and complexity. Fees are generally not negotiable, except at the discretion of the advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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