Douglas Brenneman
Douglas Brenneman is a CFA-designated registered investment advisor at Brenneman Investment Adviser, LLC, based in Centerbrook, CT, with 21 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 42 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brenneman Investment Adviser (BIA) charges a percentage of your portfolio's value for investment management. The fee is calculated at the end of the previous quarter and billed in advance each quarter. The exact percentage depends on the size of your portfolio. There are two fee schedules:
All Asset Portfolio
Fund Only Portfolio
There is a minimum quarterly fee of $350 for the All Asset Portfolio and $250 for the Fund Only Portfolio.
Location
Centerbrook, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Brenneman Investment Adviser, LLC
State Registrations1 state
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