Martin Mcbrearty is a registered investment advisor at Creekside Capital, INC., based in Knoxville, TN, with 21 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 234 clients with $280M 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 | 1.00% |
The minimum portfolio value is generally set at $500,000. A minimum annual fee of $200, billed quarterly, will apply to accounts with portfolio values less than the minimum. Creekside Capital may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements.
Fee Estimator
Location
8901 Sony Lane, Knoxville, TN, 37923
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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
Martin is a partner in Sony Lane Partnership, which owns the building where McBrearty Capital Management is located. He spends minimal time on this activity.
Employment History
Current Registrations
Creekside Capital, INC.
State Registrations2 states
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