Clearbrook Investment Solutions LLC
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Overview
Clearbrook Investment Solutions LLC operates as a financial advisory firm headquartered in Stamford, Connecticut. The firm manages $192.4 million in total assets across 65 customer accounts, placing it in the mid-tier of financial advisory firms in the country by assets under management (AUM). Clearbrook Investment Solutions LLC has a small group, including 11 financial advisors. Clearbrook Investment Solutions LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as bonds, equities and options.
Clearbrook Investment Solutions LLC administers all of the firm's client assets on a discretionary basis. Discretionary management means that an investment advisor makes transaction choices without requiring the client's permission. The company manages roughly $3.0 million for every account. An average financial advisor at Clearbrook Investment Solutions LLC administers around six client accounts, making it one of the more personalized advisor firms in the country.
The company's main office is located at 208 Harbor Drive - Shippan Landing, Suite 202, Stamford, Connecticut 6902. Clearbrook Investment Solutions LLC is legally allowed to serve customers across 3 states, including Connecticut, Massachusetts and New Jersey.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Clearbrook Investment Solutions LLC by the Numbers
$192.4 million
16
65
$3.0 million
Products and Services
Clearbrook Investment Solutions LLC provides a variety of services, which can consist of portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Notably, Clearbrook Investment Solutions LLC did not provide financial planning services to any of its customers in the prior fiscal year. Clearbrook Investment Solutions LLC is not engaged in selling products or offering services apart from investment advice to its investment advisory clients. Clearbrook Investment Solutions LLC is affiliated with one or more other service providers in the financial services industry, including with a commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically are based on the financial services provided. However, fee types billed by Clearbrook Investment Solutions LLC may include the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to high net worth investors, pension plans, charitable organizations and corporations. Out of its 65 clients, Clearbrook Investment Solutions LLC's largest client group is high net worth investors, although it also serves 33 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 70.21%
- Other Individuals - 0%
- Corporations - 8.51%
- Charitable Organizations - 21.28%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Clearbrook Investment Solutions LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Clearbrook Investment Solutions LLC
Stamford, CT
Stamford, CT
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