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Brendan Temple-Smith

1 Year of Experience
Dorado, PR

Brendan Temple-Smith is a registered investment advisor at Euro Pacific Asset Management, LLC, based in Dorado, PR, with 1 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,790 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
10 advisors
Number of Clients
3,790 clients
Average Client Portfolio
$359K average
Assets Under Management
$1.4B

Fee Structure

Investment management only (planning not offered)

Euro Pacific Asset Management (EPAM) offers separately managed accounts directly to investors outside the United States, as well as certain investors inside of the United States. EPAM charges annual management fees to its clients which may differ on a case-by-case basis and generally range from between 1.00% - 2.00%; however, EPAM’s management fee is negotiable at EPAM’s discretion.

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Location

Lots 81-82, Street C, Suite 206, Dorado, PR, 00646

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brendan is a director of Temple-Smith Pty Ltd, a family company in Australia, and serves as a trustee to the family's unit trust holding real estate assets. He dedicates minimal time to this function, primarily dealing with the accountant for trust administration.

Employment History
Current Registrations
Euro Pacific Asset Management, LLC
July 2024 - Present · 1 yr 10 mos
State Registrations1 state
PR
Advisor

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.

Exams
No exam information available for this advisor.