MB
MB
Martin Briesach
36 Years of Experience
Wilmington, NC
1 Disclosure
Martin Briesach is a registered investment advisor at Nich Capital Partners, INC., based in Wilmington, NC, with 36 years of industry experience. Martin 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 69 clients with $150M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
69 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$148.0M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Wilmington, NC
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
April 1978Final Disposition
Employment History
Current Registrations
Nich Capital Partners, INC.
January 2012 - Present · 14 yrs 3 mos
Previous Registrations
Titan Capital Management, LLC
March 2008 - February 2012 · 3 yrs 11 mos
Charles Schwab & CO., INC.Broker
May 1989 - February 2006 · 16 yrs 9 mos
Baraban Securities, INC.Broker
October 1987 - March 1989 · 1 yr 5 mos
State Registrations1 state
CA
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.