Brinker has reduced its fees, still using the same custodian,
Targeting investors with account sizes of $100,000 and $500,000, Brinker expects the lowered fee will appeal to a broader, more "fee-sensitive" group, Coyne said. "Brinker has brought on a number of new registered investment advisor relationships and added selling agreements with independent firms," Coyne explained. "We are gearing this towards new accounts and advisors."
And as to the reason for the two new investment styles, Jim Harrington, chief investment officer at Brinker, said that the real estate offering is meant to offer diversification outside of equities and bonds, and that large-cap core "is the most efficient sector of the market."