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Crystal Brook Advisors

Updated today

Client assets under management

$18,269,146

Clients

48

0% high-net-worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor with up to 2 employees

Clients per advisor

48

High

Average account size

$380,607

About

Crystal Brook Advisors works with individuals, small businesses, charitable organizations, and pension or profit‑sharing plans to deliver financial planning, investment consultation, and ongoing portfolio management. The firm provides investment supervisory services, access to third‑party managers, a discretionary digital robo‑advisor platform through Folio Institutional (a Goldman Sachs company), and sponsors a wrap‑fee investment program for accounts with $50,000 or greater in investable assets.

The firm typically documents client objectives in written investment guidelines and combines fundamental and technical analysis when constructing portfolios, using active, core‑and‑satellite, and passive strategies to seek diversified, tax‑aware allocations. Many relationships are managed on a non‑discretionary basis under its investment supervisory services, while the digital account option is discretionary and third‑party managers may be used to implement strategies.

Noteworthy aspects for a firm of this type and size include its role as a wrap‑fee program sponsor (a relatively uncommon offering), the provision of periodic educational workshops, and an explicit focus on non‑profit and retirement‑plan clients. The principal also operates as a licensed insurance agent and an Enrolled Agent who provides tax return preparation under separate engagements, so clients may encounter integrated planning, insurance placement, and tax services that are atypical among peers.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Investment consultation services

Expertise

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance

Occupation focus

Self-Employed

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Fee options

Fixed

Fixed fee financial planning services ranging from $250 to $5,000 per plan.

Percentage

$0 - $249,999: 1.25% annually $250,000 - $499,999: 1.00% annually $500,000 - $999,999: 0.80% annually $1,000,000 - $4,999,999: 0.55% annually $5,000,000+: 0.50% annually

Project-based

$250 per hour billed in 10-minute increments.

Other

Account minimum: $50,000 Fee-only: Hourly fees at $250 per hour; Fixed fees ranging from $250 to $5,000 per plan; Digital (Robo-Advisor) asset-based fees tiered by account size; Third-party investment manager fees 2.25% to 2.75% with firm share 0.50% to 0.75%.

Main office location

Crystal Brook Advisors

Mt. Sinai NY, United States

Number of offices

2

Most active in

New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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