Brookhaven Capital Group provides investment advice tailored to clients' needs, including discretionary portfolio management using sub-advisers. Financial planning is offered at no additional charge as part of portfolio management. Brookhaven also offers pension consulting services. The firm primarily advises on equity securities, corporate debt, municipal securities, mutual funds, ETFs, and other investments based on client goals.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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