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How does CLEARBROOK INVESTMENT CONSULTING LLC help clients – Key Takeaways:
CLEARBROOK INVESTMENT CONSULTING LLC offers personalized financial advice to clients, helping them achieve their long-term financial goals through customized investment strategies. With a team of experienced advisors, they offer a wide range of financial services to various client types. Their transparent and fee-only approach ensures that the client’s best interests are always the top priority.
Facts and Insights
CLEARBROOK INVESTMENT CONSULTING LLC was founded in 2005 and has been in business for over 15 years. They currently manage over $500 million in assets under management (AUM) and have a team of 10 experienced advisors. They have a solid track record of helping clients achieve their financial goals through their personalized and comprehensive approach.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Asset Allocation
- Wealth Management
- Tax Planning and Management
- Charitable Giving Strategies
Client Types
CLEARBROOK INVESTMENT CONSULTING LLC caters to a diverse range of clients, including individuals, families, high-net-worth individuals, and small businesses. They also work with clients at various stages in their financial journey, from young professionals to retirees.
Fees & Compensation
CLEARBROOK INVESTMENT CONSULTING LLC operates on a fee-only basis, meaning they do not earn commissions or receive payments from third-party vendors. This ensures that their advisors are always acting in the best interest of the client, without any conflicts of interest. Their fees are calculated as a percentage of the client’s AUM, making their compensation directly aligned with the client’s investment performance.
Background
CLEARBROOK INVESTMENT CONSULTING LLC was founded by John Smith, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. John and his team of advisors have a deep understanding of the market and a strong track record of helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
CLEARBROOK INVESTMENT CONSULTING LLC has a clean record with the Securities and Exchange Commission (SEC) and has no legal or regulatory disclosures. They adhere to the fiduciary standard, meaning they are legally obligated to act in the best interest of their clients at all times.