What does this mean? We collect fees based on a percentage of the assets we manage on your behalf and do not collect any commissions or fees from any other sources. Based on our over three decades of experience and our desire to serve as fiduciaries, we generally recommend a minimum investment portfolio of $1,000,000. We do take into consideration where you are coming from and where you might be headed to determine if there might be an opportunity to work together. For those earlier in their wealth-building journey or who may not yet share the same complex needs of our Private clients, we encourage you to check out Stonebrook Digital – our tech-enabled platform built on the same fiduciary principles and investment insights as Stonebrook Private.

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