Clearbrook Investment Solutions (CIS) offers investment and strategic advice, investment solutions, and wealth advisory services to institutions, individuals, and family offices. CIS functions as an outsourced investment team, providing investment recommendations consistent with client objectives and risk tolerance. CIS's affiliate, Clearbrook Investment Consulting (CIC), offers non-discretionary investment consulting services.
Fee Structure
CIS charges fees based on a percentage of the value of your portfolio and fixed fees. These fees are negotiated with each client individually. The fees depend on factors like the size of the account, the number of investment managers involved, the amount of work expected, and the length of the contract. Depending on the size of the account, fees can range from 0.10% to 1.00% per year. Flat fee pricing and account minimum fees may be used with some accounts.