Robert Barber
Robert Barber is a registered investment advisor at Christian Financial Advisors, based in New Braunfels, TX, with 32 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 469 clients with $190M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Investment advisory fees may be negotiable at the advisor's discretion.
Fee Estimator
Location
130 River Chase Way, Suite B, New Braunfels, TX, 78132
Get directionsHistory
Regulatory History (5)
Customer Dispute
May 2014Employment Separation After Allegations
June 2012Customer Dispute
November 2008Customer Dispute
December 2004Customer Dispute
October 2004Other Business ActivitiesSells Insurance
Robert spends 90% of his time at Christian Investment Advisors Inc. and receives rental income from Ridge Hill Professional Offices. Robert also sells fixed insurance products, including life and long-term care insurance, dedicating minimal time to this activity, and sells a book called 7-Pillars of Biblical Stewardship.
Employment History
Current Registrations
Christian Financial Advisors
Previous Registrations
Cetera Advisor Networks LLCBroker
Legacy Wealth Counselors
Girard Securities, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Intersecurities, INC.Broker
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.