Brookline Wealth provides personalized wealth planning and portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. The firm creates an Investment Policy Statement for every client and offers ongoing portfolio oversight covering investment strategy, asset allocation, asset selection, and regular monitoring. In addition to managing investments directly, Brookline Wealth offers integrated wealth advisory oversight services which can encompass general financial oversight, accounting services, insurance reviews, wealth transfer and estate planning, investment planning, trust advisory services, concentrated wealth strategies, family governance, philanthropy, and the selection of third-party money managers. The firm primarily recommends exchange-traded funds and mutual funds, and may also use margin transactions and long-term trading strategies. Brookline Wealth serves individuals, high-net-worth individuals, corporations, and business entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Brookline Wealth charges a quarterly fixed fee generally ranging from $3,000 to $750,000 per year, which will not exceed 1% of the client's total assets under advisement. Fees are negotiable.