Scott Barnes is a registered investment advisor at S.B. Value Partners, L.P., based in San Antonio, TX, with 41 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 63 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SB Value Partners manages investments through several partnerships and separately managed accounts. They do not charge a management fee but instead receive a percentage of the net profits.
For Institutional Asset Management, SB Value offers a fixed fee for advisory services, generally between $25,000 and $100,000 annually, payable monthly or quarterly. Clients are also responsible for custody, commissions, and other transaction charges.
Location
1903 San Pedro Avenue, San Antonio, TX, 78212
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Regulatory History (1)
Customer Dispute
July 1990Other Business Activities
Scott is involved in several business activities, including SAB Equity Partnership where he handles capital allocation and investment decisions for about 10-20% of his time. He also holds positions in IHC, Full Force Ranch LLC, Full Force Time Machine LLC, and Foxfield Investments, LLC, with varying responsibilities and time commitments.
Employment History
Current Registrations
S.B. Value Partners, L.P.
Previous Registrations
Investment Professionals, INC.
Post Oak Capital Advisors, INC.Broker
Investment Professionals, INC.Broker
Prudential Securities IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
E. F. Hutton & Company INCBroker
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.