Clearbrook Investment Solutions Review

What financial services does Clearbrook Investment Solutions offer?

As a financial advisory firm, also known as a Registered Investment Advisor (RIA), Clearbrook Investment Solutions can provide a variety of financial planning services for Americans. The goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.

Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. 

Where is Clearbrook Investment Solutions headquartered? Which states do its financial advisors serve?

Clearbrook Investment Solutions is headquartered in 0. Clearbrook Investment Solutions offers financial advisor services in 3 states: Massachusetts, New Jersey, New York.

What is the average client balance at Clearbrook Investment Solutions?

While Clearbrook Investment Solutions advises clients across a variety of portfolio sizes, the average client balance is currently $12,378,449. In total, Clearbrook Investment Solutions manages $222,812,093 in assets.

How much does Clearbrook Investment Solutions charge for its advisory services?

Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response.

Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown. Reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation") is another option, albeit more time-intensive and nuanced (trust us, we have read thousands).

What is the historical performance of Clearbrook Investment Solutions?

Fun Fact: No regulator currently tracks portfolio performance metrics for the financial planning industry. Remember, the financial plan your financial advisor creates with you will always be unique to your personal financial situation. That's the value of working with a financial advisor.

Can I write a review of Clearbrook Investment Solutions or file a complaint?

investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. As a result, we do not support personal reviews on the site. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form.