Brookwood Investment Group manages investment portfolios and provides financial planning and investment advice. They tailor portfolios to individual client needs and goals. Brookwood also offers financial planning and consulting services on a fixed fee or hourly basis, covering areas like estate and tax planning. Clients retain full control over implementation decisions. Brookwood may refer clients to Estate Guru for estate planning services and receives referral fees from StoneCastle for their cash management program and UPTIQ for lending services.
Fee Structure
Brookwood Investment Group's investment management fee is negotiable, up to 2.50% annually, depending on factors like the amount of assets managed, portfolio complexity, and client needs. Fees can be charged using a flat, linear, or tiered percentage structure. Fees are calculated as a percentage of assets under management and assessed quarterly, either in advance or in arrears, as agreed upon. Cash positions are included when calculating the fee.