Brookside Financial Advisors, LLC (BFA) offers investment management and financial planning services. BFA provides ongoing portfolio management services, determining investment goals, and risk tolerance. BFA also assists in opening, closing, and transferring accounts. BFA may recommend Third-Party Managers (TPM) and receives referral fees from them. BFA also offers financial consulting services on individual topics.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.65% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.20% |
Advisory fees are withdrawn directly from the client’s accounts with client written authorization. The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee. Fees are billed quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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