Brandon Bineau is a CFP-designated registered investment advisor at Owl Creek Wealth Partners, based in Denver, CO, with 8 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 66 clients with $360M 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 | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Owl Creek retains the discretion to negotiate alternative fees on a client-by-client basis, including a flat fee.
Fee Estimator
Location
4600 S. Syracuse Street, 9th Floor, Denver, CO, 80237
Get directionsHistory
Regulatory History (1)
Criminal
May 2011Employment History
Current Registrations
Owl Creek Wealth Partners
Previous Registrations
Moneta Group Investment Advisors, LLC
Captrust
Capfinancial Securities, LLC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations2 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.