Barton Couch
Barton Couch is a CFP-designated registered investment advisor at B.B. Graham & Company, INC., based in Austin, TX, with 41 years of industry experience. Barton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 427 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.99% |
Annual advisory fee is negotiated based on a percentage of investable assets, not to exceed 2.99%. Current client relationships may have higher or lower fees.
Fee Estimator
Location
4900 Spicewood Springs Road, Suite 300, Austin, TX, 78759
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2012Other Business ActivitiesSells Insurance
Barton is a part-owner of a commercial office building, receives trail commissions from fixed insurance products, and owns rental real estate. He is also a registered representative for a broker-dealer and a partner/investment advisor representative for a registered investment advisor, spending minimal time on each activity.
Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
Per Stirling Capital Management, LLC
Previous Registrations
Couch Hallum Financial Group
Securities America Advisors, INC.
Securities America, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.
Exams
More Advisors
- Ryan Joyce, CFPB.B. Graham & Company, INC.
- Gay Thompson, CFPB.B. Graham & Company, INC.
- Steven Cartwright, CFPB.B. Graham & Company, INC.
- Michael Moore, CFPB.B. Graham & Company, INC.
- Taylor Peterson, CFPB.B. Graham & Company, INC.
- Alexander Hallum, CFPPer Stirling Capital Management, LLC