Barton Brewer
Barton Brewer is a CFA, CFP, ChFC-designated registered investment advisor at Global Financial Advisory Services, INC., based in Valencia, CA, with 21 years of industry experience. Barton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 296 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.40% |
Schedule reflects standard Focus Partners Advisor Solutions and American Funds programs. Betterment program uses a different tier structure (0.75% down to 0.15%) plus a 0.25% platform fee. Fees are negotiable.
Fee Estimator
Location
23822 Valencia Blvd., Suite 304, Valencia, CA, 91355
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Barton is involved in financial and business consulting, curriculum development, teaching/tutoring, taxes, insurance, and arbitration since 1990. He is also a financial and securities instructor since 2009 and owns a sports memorabilia business since 1993, dedicating minimal time to these activities.
Employment History
Current Registrations
Global Financial Advisory Services, INC.
Previous Registrations
Financial West Group
Ades Investment Counsel, INC.
Financial West Group
Financial West Investment Group, INC.
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.
Exams
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