Brookside Capital Group offers ongoing portfolio management services tailored to each client's specific goals, risk tolerance, and time horizon. The firm creates an investment policy statement for every client and assists with asset allocation, security selection, and regular portfolio monitoring. Brookside Capital Group generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, exchange-traded funds, treasury inflation-linked bonds, and commodities. The firm also offers indirect exposure to digital assets through regulated exchange-traded funds for clients with aggressive growth objectives. Brookside Capital Group operates as a registered investment advisor and acts in its clients' best interests.
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 and memorialized in the client's advisory agreement.