Brandon Intrater is a registered investment advisor at Corient, based in Boston, MA, with 17 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 26,586 clients with $170B 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% |
Fees vary by client and services provided, ranging up to 1.00% per year, and are negotiable. Clients acquired through business acquisitions may remain on their legacy fee schedules.
Fee Estimator
Location
1 Post Office Square Suite 2400, Boston, MA, 02109
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2015Employment History
Current Registrations
Corient
Previous Registrations
Vivaldi Capital Management LP
Lts Capital Advisors
State Registrations3 states
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.
Exams
More Advisors
- James Gilloran, CFPCorient
- Alexandra Goodson, CFPCorient
- Jonathan Howard, CFPCorient
- Abbott Lawrence, CFACorient
- Duke Laflamme, CFACorient
- Gregory Dimarzio, CFACorient