Brett Sharkey is a registered investment advisor at Three Bridge Wealth Advisors, based in Los Altos, CA, with 22 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 71 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Three Bridge Wealth Advisors charges a maximum annual fee of 1.00% of your portfolio. However, they require a minimum annual fee of $25,000. If your portfolio is less than $2,500,000, you may exceed the typical maximum fee of 1% due to the minimum fee. Fees are negotiable and deducted from your managed account quarterly.
Location
240 Third Street, Suite 110, Los Altos, CA, 94022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.
Employment History
Current Registrations
Three Bridge Wealth Advisors
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Sanctuary Securities LLCBroker
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Three Bridge Wealth Advisors
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations7 states
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.