Calvin Stamps is a registered investment advisor at Bretwood Capital Partners, LLC, based in Altlanta, GA, with 19 years of industry experience. Calvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fee Estimator
Location
3340 Peachtree Rd, Ne, Suite 2615, Altlanta, GA, 30326
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Calvin is involved in private equity healthcare investing. This activity is not investment-related.
Employment History
Current Registrations
Bretwood Capital Partners, LLC
Previous Registrations
Bretwood Capital Partners, LLC
State Registrations4 states
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