Overview
- Headquarters
- Palo Alto, CA
- Total Firm Assets
- $147 million
- Average High-Net-Worth Client Portfolio Size
- $5.7 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: HOLBROOK GLOBAL STRATEGIES ADV PART 2 (2026-04-06) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.20% |
Stated Minimum Annual Fee: $12,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,000 | 1.20% |
| $5 million | $60,000 | 1.20% |
| $10 million | $120,000 | 1.20% |
| $50 million | $600,000 | 1.20% |
| $100 million | $1,200,000 | 1.20% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 96.60%
- Number of High-Net-Worth Clients
- 25
- Total Client Accounts
- 35
- Discretionary Accounts
- 35
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 127059
- HOLBROOK GLOBAL STRATEGIES ADV PART 2 (2026-04-06) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗