Brooklawn Capital Advisors offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Brooklawn CA creates an Investment Policy Statement for each client. Brooklawn CA generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), insurance products including annuities, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Fee Structure
Brooklawn Capital Advisors' clients agree to an annual recurring advisory fee structured as a flat retainer stated in dollar terms, rather than as a percentage of assets under management. The advisory fee is based on the scope and complexity of the client’s overall financial situation, the anticipated level of ongoing service, and any specialized planning or reporting requested by the client. Brooklawn CA generally imposes a minimum annual advisory fee, which may result in relatively higher effective fee rates for clients with smaller asset levels. Brooklawn CA reserves the right to waive or reduce the minimum fee in its discretion.