Edward Barrett
Edward Barrett is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Jupiter, FL, with 36 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
Jupiter, FL
Get directionsHistory
Regulatory History (1)
Judgment / Lien
November 2012Other Business ActivitiesSells Insurance
Edward is a managing partner at two multi-line insurance brokerages, Primary Financial and 1847Financial, dedicating nearly full-time hours to each. He also owns a race horse, rental property, and serves as a board member for the NJ Department of Banking & Insurance.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Hornor, Townsend & Kent, LLC
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Cigna Securities, INC.Broker
State Registrations4 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.