Brent Greenshields
Brent Greenshields is a registered investment advisor at Greenshields Capital LLC, based in El Segundo, CA, with 33 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 145 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
The advisory fee is negotiable at the sole discretion of GreenShields Capital.
Fee Estimator
Location
840 Apollo St., Suite 314, El Segundo, CA, 90245
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 1993Other Business ActivitiesSells Insurance
Brent is an independent insurance agent for various independent insurance companies since 2017, dedicating minimal time to this activity. Brent also works as a Principal/IAR at Greenshields Capital LLC since 2017, dedicating full-time hours to this role.
Employment History
Current Registrations
Greenshields Capital LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Questar Capital Corporation
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
H.J. Meyers & CO., INC.Broker
Lehman Brothers INC.Broker
Prudential Securities IncorporatedBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.