Brandon Barrett is a registered investment advisor at Elbrus Partners, LLC, based in Baldwin, MD, with 13 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 21 clients with $9.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
Baldwin, MD
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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
Brandon oversees the management and operations of an apartment complex in Baltimore, MD, through MMHK LLC. This real estate/property management activity takes about 10-20% of his time.
Employment History
Current Registrations
Elbrus Partners, LLC
Previous Registrations
Sanders Morris Harris LLC
Sanders Morris Harris LLCBroker
State Registrations3 states
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