Brook Capital is a registered investment advisor that manages investment portfolios based on a client's risk tolerance and investment objectives. They offer both discretionary and non-discretionary accounts. Brook Capital also provides advice on 401(k) investments and financial planning services, including retirement, education, and estate planning. They do not offer tax or estate planning advice.
Assets Under Management$280M
Clients631
Advisors4
Avg. per Client$450K
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 3.00% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.5M | 2.00% |
| $2.5M+ | 1.50% |
Fees are negotiable. A minimum annual fee of $1000 may apply.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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