Brian Santos is a registered investment advisor at Rattlesnake Creek Capital LLC, based in Seattle, WA. Brian 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 15 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rattlesnake Creek Capital offers two fee schedules for investment management:
- Primary Fee Schedule: 2.5% annually, charged monthly based on the value of your investments.
- Performance-Based Fee Schedule (for qualified clients only): 2.0% annually, charged monthly, plus a performance fee of 15% of positive performance each quarter. This performance fee is calculated based on cumulative net investment gain above a high-water mark.
Location
918 S Horton Street, Unit 917, Seattle, WA, 98134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rattlesnake Creek Capital LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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