NorthBrook Financial Group, LLC constructs and supervises investment portfolios to help clients meet their financial goals. They meet with clients to understand their financial situation, goals, and risk tolerance, then propose an investment portfolio using exchange traded funds, mutual funds, individual stocks or bonds, or other securities. NorthBrook also offers income tax preparation and accounting services through Gary Henson, an Enrolled Agent, under a separate agreement.
Fee Structure
NorthBrook Financial Group's annual fees for investment management are based on the value of your portfolio, ranging from 0.10% to 1.50% per year. These fees are calculated each quarter based on the value of your account on the last day of the quarter. The fees are automatically deducted from your account. Clients also pay transaction charges and mutual fund or exchange traded fund expenses.