Hollow Brook Wealth Management provides wealth management services to individuals, families, and institutions. Services include consulting in financial reporting, bill pay, philanthropy, and financial planning. Hollow Brook invests client capital in publicly-traded securities, private funds, and special situation investments. Investment decisions for publicly traded securities are typically made on a discretionary basis, while investments in private funds are typically non-discretionary.
Fee Structure
Hollow Brook manages investments in publicly-traded securities, charging a percentage of the assets managed. This fee typically ranges from 0.75% to 1.75% annually, and is negotiable. Clients also pay brokerage commissions and custodial fees. Fees are typically deducted from the client's account quarterly. Hollow Brook also invests in private funds and one-off special situation investments. For private funds, Hollow Brook generally charges a flat annual fee ranging from 0.75% to 1.15% of the assets allocated to these investments. For one-off special situation investments, Hollow Brook generally charges an incentive fee when the investment is exited, and may also charge a flat administrative services fee on an annual basis.