Canard Barnes
Canard Barnes is a registered investment advisor at Barnes & Company Investment Counsel, LLC, based in Los Angeles, CA, with 27 years of industry experience. Canard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 47 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Barnes & Company's fees for managing your investments are based on a percentage of the assets in your account. This fee is negotiable and typically ranges from 1% to 3% per year. The specific fee is determined by factors like the complexity of your assets, the investment strategy, and the amount of assets managed. Fees are billed quarterly. In some cases, a performance-based fee may also apply, but the management fee will not exceed 2% per year.
Location
1901 Avenue of the Stars, Suite 200, Los Angeles, CA, 90067
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Regulatory History (1)
Customer Dispute
February 2002Other Business ActivitiesSells Insurance
Canard operates under the DBA Barnes & Company Investment Counsel and is a registered investment advisor with Independent Financial Partners, providing financial plans and investment advice. He also participates in a commission-sharing arrangement with Goldbar Insurance Solutions, LLC, marketing health insurance contracts, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Barnes & Company Investment Counsel, LLC
Previous Registrations
Independent Financial Partners
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.