Brol Capital Management, led by Lester T. Brol, a Chartered Financial Analyst, offers investment and wealth management services. They focus on creating efficient portfolios to help clients meet their financial goals, using a comprehensive wealth allocation analysis. Services include financial planning, asset allocation, portfolio construction, and alternative investment recommendations. They also offer 3(38) fiduciary services to small businesses.
Assets Under Management$3.1M
Clients9
Advisors1
Avg. per Client$340K
Avg. per Advisor$3.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Account sizes of less than $250,000, for non-401K plans, are accepted on a negotiate fixed fee basis ranging from $500 to $5,000 per annum depending on the complexity of the client's financial situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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