Clearbrook Investment Solutions acts as an outsourced investment team for individuals, family offices, and institutional clients. Clearbrook Investment Solutions creates customized investment strategies and recommends third-party investment managers to handle individual securities, mutual funds, exchange-traded funds, and private investments. Clearbrook Investment Solutions monitors portfolio performance on an ongoing basis and operates on a discretionary basis, meaning the firm makes trades and investment changes on your behalf without needing to ask permission for every individual transaction. Clearbrook Investment Solutions does not sell products for commission, keeping the focus strictly on advisory services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range between 0.10% and 1.00% annually depending on account size, number of managers, and workload. Fees are individually negotiated.