Christine Book is a registered investment advisor at Barlow Wealth Partners, LLC, based in Louisville, KY, with 31 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 428 clients with $1.4B in assets under management.
Compensation
Firm Size
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Average Client Portfolio
Assets Under Management
Fee Structure
Barlow Wealth Partners manages investment portfolios for clients, primarily investing in individual company stocks and, to a lesser extent, bonds. The firm uses a wrap fee program where clients pay a single fee based on a percentage of their portfolio, covering investment advice, custody, and transaction costs. The annual advisory fee ranges from 0.60% to 1.00% of the portfolio value, paid monthly. Fees are negotiable and can vary based on the size of the client relationship, complexity of strategies, and other factors.
Location
3700 Brownsboro Road, Louisville, KY, 40207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Barlow Wealth Partners, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations1 state
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