Brett Conrad is a registered investment advisor at Longboard Capital Advisors, LLC, based in Ivins, UT, with 20 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 11 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Longboard Capital Advisors (LCA) charges an annual management fee, which is negotiable and can vary among clients.
For clients participating in the private fund, the annual fee is 2% of assets, paid monthly. There is also a 20% performance fee for qualified investors.
For separately managed accounts, the base fee is 2% annually, paid quarterly. Qualified clients seeking a non-traditional investment portfolio will also be charged a 20% performance fee. Clients seeking a traditional investment portfolio will not be charged a performance fee. Fees are negotiable based on the complexity of the arrangement and the client's needs.
Location
Ivins, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brett is a managing member and general partner of Blue Earth Fund, LP, and Chief Investment Officer for Conrad Group Defined Benefit Plan. He also serves as a managing member for Lightyear Aviation, LLC, Secretary and Advisor for Lightyear Leadership, Inc., board member for Swiftmerge Acquisition Corp, and advisor for Faraday Labs, Inc. and Mellitus Health, Inc.
Employment History
Current Registrations
Longboard Capital Advisors, LLC
State Registrations2 states
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