Barton Couch
Barton Couch is a CFP-designated registered investment advisor at B.B. Graham & Company, INC., based in Austin, TX, with 40 years of industry experience. Barton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 303 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B.B. Graham & Co.'s annual investment management fee is negotiated and does not exceed 2.99% of the value of your portfolio. The fee is invoiced by the custodian, RBC, on behalf of B.B. Graham & Co. Fees may be higher or lower than this depending on the relationship, complexity, or pre-existing agreements.
Location
4800 Bee Caves Road, Austin, TX, 78746
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.