Brookside Wealth Management provides portfolio management tailored to individual client goals and risk tolerance. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Brookside generally advises on mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, and other securities.
Assets Under Management$6M
Clients4
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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