Barry Barlow
Barry Barlow is a registered investment advisor at Barlow Wealth Partners, LLC, based in Louisville, KY, with 42 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 428 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Barlow Wealth Partners manages investment portfolios for clients, primarily investing in individual company stocks and, to a lesser extent, bonds. The firm uses a wrap fee program where clients pay a single fee based on a percentage of their portfolio, covering investment advice, custody, and transaction costs. The annual advisory fee ranges from 0.60% to 1.00% of the portfolio value, paid monthly. Fees are negotiable and can vary based on the size of the client relationship, complexity of strategies, and other factors.
Location
3700 Brownsboro Road, Louisville, KY, 40207
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Regulatory History (1)
Customer Dispute
March 2014Other Business Activities
Barry is a director and chairman of the finance committee for West End School, a boarding school for middle school inner city African American boys, dedicating about 10-20% of his time. He also serves as a trustee for his father's trust, Charles T Barlow, Sr Trust UW, spending minimal time on this activity.
Employment History
Current Registrations
Barlow Wealth Partners, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.