Brooklyn Plans (BKP) provides financial planning and investment management services to individuals, high net-worth individuals, small businesses, and nonprofits. For investment management, BKP uses third-party managers to manage client portfolios. BKP also offers hourly financial planning and retainer-based financial planning services covering retirement, risk management, college savings, and estate planning.
Assets Under Management$18M
Clients74
Advisors3
Avg. per Client$250K
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
The annual fees are negotiable and will not exceed 3% of assets under management. The Outside Manager’s fee is included in the listed fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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