Clear Brook Advisors, INC.

Fixed/Hourly

Clear Brook Advisors provides investment advice on private investment partnerships, energy, timber, hedge funds, mutual funds and ETFs. Clear Brook performs due diligence on fund managers and provides written investment recommendations. Clients make the final investment decisions. Clear Brook monitors investments and communicates with fund sponsors. In limited cases, H. Whitney Wagner serves as a Trustee or Co-Trustee for certain client Trusts pursuant to which he is deemed to have discretionary authority.

Assets Under Management$870M
Clients27
Advisors4
Avg. per Client$32M
Avg. per Advisor$220M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4 Advisors at this firm