Brennan Asset Management offers portfolio management services based on individual client goals and risk tolerance. They create investment plans and manage investments, typically in common stocks, but may use other securities like mutual funds and ETFs. Brennan Asset Management also manages private funds, including Emerald Island Opportunities Fund LLC and Brennan Opportunities Fund I LP.
Assets Under Management$26M
Clients11
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on the client's needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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