Michael Brennan is a CFP-designated registered investment advisor at Brennan Capital Management LLC, based in Westport, CT, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 62 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BCM's standard investment management fee is up to 1.50% per year of the value of your portfolio. In some cases, BCM may charge tiered fees from 0.65% to 1.50% per year. Fees are negotiable and are paid monthly or quarterly. If BCM uses Third-Party Advisers, you will be responsible for their additional management fees, but the total fee will not exceed 3% per year.
Location
8 Wright Street, Suite 107, Westport, CT, 06880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a partner in Hill City Holdings LLC, a real estate ownership and rental business, since 2021. He spends a few hours per week on activities such as depositing rental checks and signing lease agreements.
Employment History
Current Registrations
Brennan Capital Management LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
J.P. Morgan Institutional Investments INC.Broker
State Registrations7 states
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