Rainbrook Capital manages investment portfolios and provides financial planning for individuals, high-net-worth clients, families, and retirement plans. Rainbrook Capital builds customized portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, options, and other investments based on each client's goals, time horizon, risk tolerance, and tax situation. Rainbrook Capital acts legally required to act in your best interest and reviews client portfolios at least annually to rebalance as needed. Standard financial planning and client portal access are provided at no extra cost, while complex financial planning projects are billed at an hourly rate. Rainbrook Capital also offers retirement plan consulting services for small business retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual advisory fee is 1.0% unless negotiated otherwise. Fees are paid quarterly in arrears based on assets under management.