Brooklyn Plans is a registered investment advisor founded in May 2016 and based in Brooklyn, New York. The firm is solely owned by Kristen Euretig and offers a range of services including investment management through third-party platform managers, ongoing financial planning via a monthly retainer model, and customized hourly consulting. For investment management, Brooklyn Plans helps clients select portfolio allocation models and third-party managers while maintaining oversight and conducting periodic reviews. For financial planning, the firm covers a broad spectrum of topics such as retirement planning, cash flow and debt management, college savings, employee benefits, estate planning, risk management, and tax planning strategies. Brooklyn Plans primarily utilizes a passive investment management approach, building portfolios using index mutual funds and exchange-traded funds. The firm serves individuals, high net-worth individuals, small businesses, and nonprofit organizations, with no minimum account size required.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Annual fees are negotiable and will not exceed 3% of assets under management. The fee of any third-party manager is included in this rate.