Our Services

Investment Management & Financial Planning

Ongoing portfolio management based on your objectives, time horizon, financial circumstances, and tolerance for investment risk. Services include portfolio construction, investment selection, ongoing monitoring, and rebalancing. Financial planning is included as part of the ongoing investment-management relationship when appropriate to the client's needs.

Brookside charges an annual advisory fee of 0.50% of assets under management, billed quarterly in arrears.

Retirement Planning & Personal Finance Guidance

Financial planning to help you evaluate important decisions and prepare for the years ahead. Planning may address savings and cash flow, coordination of financial accounts, tax-sensitive investment decisions, retirement readiness, retirement income, and Social Security considerations. Planning is available alongside investment management or through a separate planning-only engagement.

Stand-alone financial planning is offered through a 12-month engagement at $200 per month, billed monthly in arrears. The scheduled fee for a full 12-month engagement is $2,400.

Fee arrangements, planning scope, and termination provisions are described in the written advisory agreement and Form ADV Part 2A. Fees may be negotiated or waived in certain circumstances. Investment clients may incur additional custodial, fund, and other investment-related expenses.