Brookside Capital Group LLC provides ongoing portfolio management services based on each client's goals, objectives, time horizon, and risk tolerance. BCGL creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in selecting a suitable portfolio. BCGL generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and commodities. In select client portfolios, the Firm may allocate a small portion (typically 1–5% of assets) to exchange-traded funds (ETFs) that provide indirect exposure to digital assets, such as Bitcoin or Ethereum.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are generally negotiable.