How does the advisor help clients – Key Takeaways:
At STONEBROOK CAPITAL MANAGEMENT, INC., clients can expect expert financial guidance and personalized attention from a team of experienced advisors. The firm is committed to helping clients achieve their financial goals through comprehensive and tailored strategies that consider their unique circumstances and objectives. With a focus on transparency, integrity, and trust, STONEBROOK CAPITAL MANAGEMENT, INC. works diligently to provide the best possible service to its clients.
Facts and Insights
STONEBROOK CAPITAL MANAGEMENT, INC. was founded in 2001 and is headquartered in New York City. The firm currently has over $1 billion in assets under management, with a team of 20 advisors. As a registered investment advisor with the Securities and Exchange Commission, the firm is held to a fiduciary standard, meaning it is legally obligated to act in the best interest of its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2001 | $1 | 20 |
Financial Services Offered
At STONEBROOK CAPITAL MANAGEMENT, INC., clients have access to a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and more. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial picture to create a comprehensive and personalized strategy.
Client Types
STONEBROOK CAPITAL MANAGEMENT, INC. serves a diverse range of clients, including individuals, high-net-worth individuals, trusts, estates, charitable organizations, and corporations. The firm’s advisors have a deep understanding of each client’s unique needs and strive to provide personalized solutions that help them achieve their financial goals.
Fees & Compensation
Clients of STONEBROOK CAPITAL MANAGEMENT, INC. pay fees based on a percentage of their assets under management. The firm’s fee structure is transparent and straightforward, with no hidden fees or commissions. Clients can rest assured that the firm’s advisors act with their best interests in mind, with no conflicts of interest.
Background
STONEBROOK CAPITAL MANAGEMENT, INC. was founded by a team of seasoned financial professionals with a combined experience of over 50 years in the industry. The firm’s advisors have diverse backgrounds and expertise, allowing them to offer a wide range of services to clients. The team at STONEBROOK CAPITAL MANAGEMENT, INC. is committed to continuous learning and staying up-to-date with the latest industry trends and best practices.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest or disciplinary actions of their financial advisor. STONEBROOK CAPITAL MANAGEMENT, INC. has a clean disciplinary record and operates with transparency and integrity, providing clients with peace of mind. The firm’s advisors are dedicated to putting their clients’ best interests first and upholding the highest ethical standards.