Brooklyn Investment Group (BKLN) offers a platform that helps financial advisors manage investments for their clients. BKLN's technology uses software and algorithms to rebalance portfolios and harvest tax losses. The platform allows advisors to create custom investment strategies based on client preferences. BKLN also offers fixed income investments managed by Nuveen Asset Management.
Assets Under Management$1.1B
Clients62
Advisors2
Avg. per Client$18M
Avg. per Advisor$550M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
BKLN charges an annual fee based on the value of the assets they manage. The fees vary depending on the investment strategy chosen:
- Tax-Advantaged Large Cap (Equity Only)
- Standard equity index – 0.17%
- Premium equity index – 0.20%
- Tax-Advantaged Balanced
- Municipal bond ladders – 0.20%
- Active municipal bond strategies – 0.20%
- ETF Portfolios – 0.12%
- Tax-Advantaged Long/Short Strategy – 0.17% on gross notional (e.g., 0.27% for a 130% long / 30% short strategy)
Fees for other products and certain premium or specialty indices are subject to negotiation. There is a minimum asset size of $250,000 per sleeve, but this may be waived.
Loading...