Brookline Wealth offers wealth planning and portfolio management services tailored to individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Brookline Wealth may also provide general oversight and guidance on financial matters like insurance, estate planning, and philanthropy. They may recommend other advisors and will verify their credentials.
Fee Structure
Brookline Wealth does not directly state their fees for investment management. Instead, they offer wealth advisory oversight services for a fixed quarterly fee ranging from $3,000 to $750,000 per year, increasing by 3% annually, but not exceeding 1% of the client's total assets under advisement. They may also direct clients to a third-party money manager, in which case clients will pay Brookline Wealth's standard fee in addition to the third-party manager's fee.