Gregory Brennan
Gregory Brennan is a registered investment advisor at Horse Cove Partners LLC, based in Atlanta, GA, with 25 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 44 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horse Cove Partners charges a management fee of no more than 2.5% per year. The fees are calculated daily based on the prior business day’s ending balance of your portfolio. The total fees are annualized and assessed based on weekdays, excluding U.S. federal holidays. Separately Managed Accounts may negotiate which fee structure they prefer.
Location
1899 Powers Ferry Rd Se, Suite 120, Atlanta, GA, 30339
Get directionsHistory
Regulatory History (1)
Criminal
February 1994Other Business Activities
Gregory owns a single-family real estate property in Atlanta, GA. The income generated is between $1 and $999.
Employment History
Current Registrations
Horse Cove Partners LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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.