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Andrew Brigham

8 Years of Experience
Wilson, WY

Andrew Brigham is a registered investment advisor at Coburn Barrett, LLC, based in Wilson, WY, with 8 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$112.7M average
Assets Under Management
$112.7M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee is for a private investment fund. Coburn Barrett may waive some or all of the management fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Wilson, WY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew is a part owner of an offshore investment partnership, which he helped found. He occasionally speaks with current and prospective clients.

Employment History
Current Registrations
Coburn Barrett, LLC
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
M Financial Asset Management, INC.
September 2012 - June 2013 · 9 mos
State Registrations2 states
CAWY
Advisor

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.

Exams
No exam information available for this advisor.
Andrew Brigham - Financial Advisor | TrueAdvisor