Highbrook Capital Partners manages investment portfolios and offers comprehensive financial planning for individuals, families, and businesses. Highbrook Capital Partners builds personalized investment strategies based on each client's specific goals, risk tolerance, and time horizon. The firm's advisory services cover asset allocation, individual security selection, retirement planning, tax strategies, cash flow analysis, estate planning, insurance analysis, and education savings funding. Highbrook Capital Partners primarily works with individuals, high-net-worth clients, corporations, and employee benefit plans. The firm generally requires a minimum investment of $1,000,000 for its investment management services, though minimums may be reduced at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees and account minimums are negotiable at the firm's discretion.