Trott Brook Financial offers investment management and financial planning services. Investment management is offered on a discretionary basis, where Trott Brook makes investment decisions for you. Financial planning includes evaluating your current and future financial state, including retirement planning, risk management, and tax reduction strategies. Trott Brook may also hire other investment advisors to manage client accounts.
Assets Under Management$120M
Clients155
Advisors1
Avg. per Client$780K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.60% |
The annual fee is not negotiable. Trott Brook may utilize sub-advisors who may use proprietary funds where they are compensated based on the internal expenses of the proprietary fund.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...