Stonebrook Investment, LLC
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About
Stonebrook Investment LLC provides discretionary asset management and ongoing portfolio management to individual investors, high net worth individuals, and trusts. The firm charges percentage-of-assets-under-management fees and tailors investment programs to each client's goals, time horizon and risk tolerance.
Stonebrook implements client-specific strategies using a mix of fundamental, technical, charting, cyclical and sector analyses and may employ both long- and short-term holdings. Clients grant Stonebrook discretionary trading authority and the firm maintains custody and executes trades through Schwab Institutional, with advisory fees typically deducted from custodian accounts.
The firm discloses historical regulatory and arbitration matters involving its principal — a Florida Division of Securities registration denial in 1993 and an NASD arbitration award in 1995 — matters that the brochure notes and that are relatively uncommon among independent advisers. Stonebrook also does not vote proxies on client securities (clients receive proxies directly) and discloses receipt of Schwab institutional services that may provide indirect benefits to the firm.
Client services
Expertise
Fee options
1.00% annually, negotiable
Main office
20937 Ashburn Road, Suite 200
Ashburn VA 20147
Advisors at this office
1
Most active in
Florida · North Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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