Brooklyn FI, LLC manages investment portfolios and offers financial planning services. They tailor investment advice to individual client needs, managing assets on a household basis. They also offer comprehensive financial planning for a fixed monthly fee, covering areas like net worth, cash flow, insurance, retirement, and estate planning. Brooklyn FI may use outside managers and provides educational seminars.
Assets Under Management$340M
Clients295
Advisors12
Avg. per Client$1.2M
Avg. per Advisor$28M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
