Brett Barth is a registered investment advisor at Capital Creek Partners, based in Austin, TX, with 10 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management. Their firm serves 143 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CCP charges a percentage of the assets they manage, ranging from 0.25% to 1.00%. The fees are generally lower for clients with higher amounts of assets under management and are negotiated based on the client's needs, the complexity of services, and the types of assets. Some clients have negotiated alternative fee structures, including flat fees, tiered fees, fees based on committed or invested capital, and/or performance fees.
Location
1608 W. 5th St., Suite 200, Austin, TX, 78703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Capital Creek Partners
Previous Registrations
Avalon Advisors LLC
Avalon Wealth Management LLCBroker
State Registrations1 state
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