Brooklyn FI, LLC is a registered investment advisor founded in 2017 and headquartered in Brooklyn, New York. The firm offers personalized investment management and comprehensive financial planning services, creating custom investment portfolios and financial plans tailored to each client's specific goals, tax considerations, and risk tolerance. Brooklyn FI primarily uses passive investment strategies, such as index mutual funds and exchange-traded funds, alongside third-party managers for specialized strategies like municipal bonds and tax-advantaged long-short equity portfolios. The firm also provides advice on held-away accounts like retirement plans and employee stock options. Brooklyn FI focuses on serving individuals, high net-worth individuals, business owners, and corporate executives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable. Held-away assets and outside managed assets are included in total account value.
