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Brian Minturn

25 Years of Experience
Denver, CO

Brian Minturn is a registered investment advisor at Norton-Barkley Asset Management, based in Denver, CO, with 25 years of industry experience. Brian 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 9 clients with $14M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$13.9M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.25%
$1.0M - $2.0M1.00%
$2M+1.00%

Fees are negotiable for accounts over $2,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Denver, CO

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Norton-Barkley Asset Management
January 2001 - Present · 25 yrs 4 mos
Previous Registrations
Infinium Investment Advisors, LLC
March 2009 - September 2013 · 4 yrs 6 mos
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.
Brian Minturn - Financial Advisor | TrueAdvisor