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Brandon Barrett

Advisor at Elbrus Partners, LLC

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Elbrus Partners, LLC logo

Firm

Elbrus Partners, LLC

Location

Baldwin, MD

Credentials

Series 66

Industry experience

13 years

About

Brandon Barrett is a financial advisor at Elbrus Partners, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Kissinger Financial Services, LLC and its affiliated entities. Outside of advisory work, he manages operations for an apartment complex in Baltimore, MD through MMHK LLC. Elbrus Partners provides discretionary portfolio management and advisory services to individual investors, families, and high-net-worth clients. The firm uses a global tactical asset allocation approach, incorporating various analytical methods and derivative strategies, and manages client portfolios on a discretionary basis with tailored investment policies.

Client services

Based on Elbrus Partners, LLC

Portfolio management

Expertise

Based on Elbrus Partners, LLC

Active portfolio management Options & derivatives strategies

Fee options

Percentage

$50,000 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001+: 0.70% annually

Other

Account minimum: $50,000

Location

Baldwin, MD

Most active in

Florida · Maryland · Texas

Work history

Mmhk Llc

2017 - Present (9 years)

Kissinger Financial Services, LLC

2017 - 2018 (1 year)

Elbrus Partners, LLC

2017 - Present (9 years)

Kissinger Financial Services, LLC / Affiliated Wealth

2016 - 2017 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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