Brentview Investment Management provides investment advisory services, managing client portfolios using a dividend growth investment approach. Brentview offers three strategies: Dividend Growth (US oriented), Select Dividend Growth (concentrated global dividend growth) and International Dividend Growth focused solely on developed market dividend growth companies domiciled outside the United States. Brentview also offers sub-advisory services to other registered investment advisors and their strategies are available within wrap fee programs and TAMP platforms.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $100.0M | 0.40% |
| $100.0M - $250.0M | 0.35% |
| $250M+ | 0.35% |
Fee schedule is for the Dividend Growth strategy. Fees for accounts that fall outside of the stated ranges are negotiated. Annual Fee Schedule for Select Dividend Growth and International Dividend Growth: First $25 million: 0.70%, Next $25 Million: 0.65%, Next $50 Million: 0.60%, Over $100 Million: Negotiated