Brett Barton Sharkey

22 Years of Experience

Broker

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Three Bridge Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

71 clients

Average Client Portfolio

$11.5M average

Assets Under Management

$817.8M

Fee Structure

Minimum Investment:$2M

Financial Planning:Included in AUM fee

Minimum Annual Fee:$25,000

Location

240 Third Street, Suite 110, Los Altos, CA, 94022

Get directions

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.

Other Business Activities

Brett is a managing director and investment advisor at Three Bridge Wealth Advisors since 2009, focusing on financial advising and business operations. This is a full-time commitment, requiring over 275 hours per month.