Aaron Brask Capital provides investment advice and financial planning to individuals and high net worth individuals. As a fiduciary, Brask is legally required to act in your best interest. Brask offers customized investment solutions through personal contact and discretionary investment management. Financial planning services are offered on an hourly or fixed-fee basis, covering areas like retirement, education, and insurance needs.
Assets Under Management$57M
Clients33
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$57M
Fee Structure
Planning is included in investment management (also available separately)
Aaron Brask Capital's investment management fees range from 0.25% to 1.50% annually, depending on the size and complexity of your account. Fees are calculated based on the value of your portfolio at the end of each quarter and are paid at the end of the quarter. Some clients may be offered a fixed fee.
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