Brookside Financial Advisors, LLC

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Client assets under management

Clients

468

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

234

Very High

Average account size

About

Brookside Financial Advisors serves individual clients and provides fee-based financial planning, investment supervisory services (both discretionary management and non‑discretionary assets under advisement), variable annuity and life contract oversight, and hourly financial consulting. The firm does not act as a custodian and assists with account openings, transfers and consolidated household reporting.

Investment programs are implemented under written Investment Policy Statements and the firm can accept discretionary trading authority; however, the brochure notes that the majority of client assets are managed by third‑party money managers and the firm monitors those managers and delivers related disclosures. Brookside bills advisory services on a percentage‑of‑assets basis and conducts periodic reviews and reporting, with ongoing oversight of any third‑party manager relationships and referral arrangements.

Distinctive features include the principal’s concurrent practices in accounting, insurance sales and a law practice, with affiliated tax, insurance and legal entities disclosed as potential conflicts of interest and subject to the firm’s mitigation procedures. The firm also operates with an unusually high client load for a small advisory team — 468 clients across two advisors — and reports no client assets held directly on its books because most assets are placed with third‑party managers.

Client services

Portfolio management Selection of other advisers

Assets under advisement and financial consulting

Expertise

Annuities Income planning Retirement withdrawal strategies General estate planning guidance

Fee options

Percentage

$1 - $500,000: 2.00% $500,001 - $1,000,000: 1.65% $1,000,001 - $2,000,000: 1.20% Above $2,000,000+: Negotiable

Project-based

$250 per hour

Other

Account minimum: $100,000

Main office location

Brookside Financial Advisors, LLC

10150 W. Sprague Road

Parma OH 44130, United States

Number of offices

Most active in

Ohio

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

X 440-886-3550

Advisors at this firm

Anthony M

Series 66

Parma, OH

Brookside Financial Advisors, LLC

Anthony Marlette Jr. is a financial advisor with Brookside Financial Advisors, LLC in Parma, OH, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Huntington Financial Advisors, The Huntington Investment Company, and PNC Investments. Brookside Financial Advisors provides fee-based financial planning and investment supervisory services primarily for individual clients, focusing on managing assets through third-party money managers while offering oversight and consolidated reporting. The firm operates with a small team but serves a large client base and integrates related accounting, insurance, and legal services within its business model.

Annuities Income planning Retirement withdrawal strategies General estate planning guidance

Christopher A

PFS™

Parma, OH

Brookside Financial Advisors, LLC

Christopher Anselmo is a financial advisor with Brookside Financial Advisors, LLC in Parma, OH, holding the PFS™ designation and 19 years of industry experience. He has been involved with Brookside Financial Advisors and Foresters Equity Services since 2011 and owns a private law firm, Anselmo & Company LLC. In addition to his advisory work, he operates Brookside Tax & Financial Group, which provides tax and insurance services. Brookside Financial Advisors serves individual clients by offering fee-based financial planning, investment supervisory services, and hourly consulting. The firm primarily oversees assets managed by third-party money managers and integrates affiliated accounting, insurance, and legal services within its advisory framework.

Annuities Income planning Retirement withdrawal strategies General estate planning guidance

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