Black Brook Financial Planning, LLC (BBFP) provides advisory and investment management services. BBFP works with clients to understand their risk tolerance and provides advice on asset allocation and general financial planning to meet their goals. BBFP offers services billed hourly, by an agreed-upon annual flat fee, or as a percentage of assets. The firm invests in mutual funds, stocks, ETFs, bonds, CDs, and other fixed investments.
Assets Under Management$39M
Clients38
Advisors1
Avg. per Client$1M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 0.20% |
| $20M+ | 0.20% |
A lower fee is negotiated for amounts in excess of $20M.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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