Investor Overview

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Headquarters:
San Francisco, CA

They design, implement, and manage custom tailored portfolios of liquid assets for high net worth investors.

Description

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They design, implement, and manage custom tailored portfolios of liquid assets for high net worth investors. In order to avoid the potential conflict of interest found in most of the financial industry, they do not accept commissions on any transactions in client accounts. They sell no assets. Instead, they charge a management fee that is based on the market value of the account. That fee ranges from 1.5% per year down to 0.5%, depending on the size of the account. For the safety of the client’s assets, they do not hold cash or securities at Brookside Capital, Inc. Assets are held at a brokerage firm or bank custodian of the client’s choice. The minimum account size is generally $1 million. There is a wide range of issues to consider when designing a portfolio strategy for a client. Among these issues are age, other assets held, income requirements, taxes, specific funding goals, and personal preferences. However,... See More

Current Team (4)

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Board Members and Advisors (8)

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Investments (23)

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Offices/Locations (1)

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  • Office

    2269 Chestnut Street, #400

    San Francisco, CA 94123

    USA

Images (1)

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  • F80e08fa60db4f7ffb1fdff83a1d51ed