Claybrook Capital, LLC

Claybrook Capital, LLC is a registered investment advisor founded in December 2016 and operational since January 2017. The firm specializes in providing wealth management and related advisory services to individuals, high net worth individuals, trusts, estates, and small business owners. As a fiduciary, Claybrook upholds a duty of loyalty, fairness, and good faith towards each client. The investment management services offered are customized to each client's investment goals, risk tolerance, and financial situation. The firm primarily uses exchange-traded funds (ETFs), mutual funds, and dividend-paying equity securities in constructing portfolios, with the option to include other types of securities as needed. Claybrook's fee structure for investment advisory services is based on a tiered schedule ranging from 0.55% to 1.00% of assets under management, with certain legacy clients having different fee schedules. Financial planning services are offered at an hourly rate of up to $350 per hour or based on a fixed fee per engagement. The firm does not charge performance-based fees and does not engage in soft dollar programs. Clients of Claybrook typically have a minimum relationship size of $1,000,000, although this minimum may be reduced at the firm's discretion. The firm primarily employs fundamental analysis in developing investment strategies and focuses on long-term investment approaches. Claybrook does not accept or maintain custody of client funds and assets, and all client assets are managed within designated accounts at qualified custodians. For more information, clients can contact Claybrook at (617) 932-7927 or visit their website at http://ClaybrookCapital.com.