Northbrook Financial Planning manages investment portfolios and provides financial planning services. They work with clients to create personalized investment plans based on their goals and risk tolerance. Services include retirement income planning, tax strategies, cash flow analysis, and estate planning. Northbrook Financial also offers ongoing financial planning and tax preparation services for a monthly or annual fee.
Assets Under Management$87M
Clients127
Advisors2
Avg. per Client$690K
Avg. per Advisor$44M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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