Todd Stein is a CFA-designated registered investment advisor at Braeside Investments, LLC, based in Dallas, TX, with 21 years of industry experience. Todd 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 $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Braeside Investments manages investments for hedge funds and a separately managed account. They charge an asset-based management fee and performance-based compensation. The asset-based fee is generally 1% to 2% of the assets managed, and the performance-based compensation is 10% to 20% of the client's profits.
Location
14841 Dallas Parkway, Suite 415, Dallas, TX, 75254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Braeside Investments, LLC
State Registrations1 state
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