Brookfield Management Group provides ongoing investment advice tailored to each client's individual needs and goals. The firm works with clients to establish a personal investment policy and manages portfolios accordingly. Brookfield's investment strategy includes investing in Initial Public Offerings (IPOs) and new issues, which are considered speculative. Clients can impose reasonable restrictions on their account management.
Fee Structure
Brookfield Management Group charges a performance-based fee equal to 50% of net profits, which includes profits from sales of new issues after deducting expenses. Net profits are subject to a "high water mark" to ensure any net losses are recaptured before a performance fee is paid. Clients may establish a separate custodial account to hold a "holdback" for recoupment of future net losses.