Barry Randall is a registered investment advisor at Crabtree Asset Management L.L.C., based in Saint Paul, MN, with 16 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $2.7M 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 $100K | 1.00% |
| $100K - $1000K | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Saint Paul, MN
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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 →Employment History
Current Registrations
Crabtree Asset Management L.L.C.
Previous Registrations
Mtb Investment Advisors, INC.
U.S. Bancorp Asset Management, INC.
State Registrations1 state
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