Clearbrook Investment Management manages investments based on individual client needs, offering portfolios from conservative to aggressive. They use quantitative investment systems to allocate funds across various asset classes. Clearbrook also provides financial planning services, gathering client information to develop personalized recommendations. Clients are not obligated to implement recommendations through Clearbrook.
Fee Structure
Clearbrook Investment Management offers several different investment portfolios, each with its own fee schedule. The annual fee is a percentage of your portfolio, charged quarterly.
For the Short-Term, Conservative, and Fairhaven portfolios:
- First $499,999: 1.2% per year
- $500,000 to $999,999: 1.0% per year
- $1,000,000 and above: 0.8% per year
For the Long-Term Balanced and Aggressive portfolios:
- First $499,999: 1.4% per year
- $500,000 to $999,999: 1.2% per year
- $1,000,000 and above: 1.0% per year
For the Kinetic Investment portfolio:
- First $499,999: 1.6% per year
- $500,000 to $999,999: 1.4% per year
- $1,000,000 and above: 1.2% per year
For Altruist Cash accounts:
- All funds: 0.25% per year
There is a minimum quarterly management fee of $100 for the Short-Term, Conservative, Long-Term Balanced, Aggressive, Fairhaven, and Kinetic Investment portfolios. There is a minimum quarterly fee of $25 for Altruist Cash accounts. Clearbrook may waive fees at its discretion. Altruist Cash balances do not count towards managed portfolio breakpoints.