Bret Robertson
Bret Robertson is a CFA-designated registered investment advisor at Glean Financial, INC., based in Chattanooga, TN, with 4 years of industry experience. Bret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 67 clients with $13M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based upon certain criteria.
Fee Estimator
Location
1301 Riverfront Pkwy,, Suite 103, Chattanooga, TN, 37402
Get directionsHistory
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 ActivitiesSells Insurance
Bret is an independent insurance agent since 2021. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Glean Financial, INC.
Previous Registrations
Gradient Advisors, LLC
Center Street Advisors, INC.
Center Street Securities, INC.Broker
State Registrations4 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.