Brookside Strategy and Consulting provides investment advice and financial planning services to individuals, trusts, retirement plans, and businesses. As a fiduciary, Brookside is legally required to act in the client's best interest. Brookside offers asset management services where portfolios are created using stocks, bonds, ETFs, and mutual funds. Financial planning services cover financial forecasting, retirement planning, risk management, estate planning, and college funding. Brookside also provides consulting services to business owners focused on succession and exit strategies.
Fee Structure
Brookside Strategy and Consulting charges an annual fee for managing your investments, not exceeding 1.25% of the value of your portfolio. The specific fee will be outlined in your advisory agreement. Fees are billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Financial planning is offered as a separate service for an additional annual flat fee.