Brett Golden is a registered investment advisor at Trowbridge Capital Partners LLC., based in New York, NY, with 4 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $38M 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 $500K | 0.90% |
| $500K - $1000K | 0.80% |
| $1000K - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees are generally negotiable. Trowbridge also offers an All Weather Alternative Allocation with a different fee schedule: $200,000-$500,000: 0.90%, $500,001-$1,000,000: 0.80%, $1,000,001 - $3,000,000: 0.70%, $3,000,001 and above: 0.60%. Institutional accounts have a different fee schedule.
Fee Estimator
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brett is the founder of The Chart Lab, a company providing software solutions for portfolio management. He dedicates a few hours per week to quantitative investment research and data for monthly subscriptions.
Employment History
Current Registrations
Trowbridge Capital Partners LLC.
State Registrations1 state
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