Barbour Bussells is a registered investment advisor at Cary Street Partners, based in Glen Allen, VA, with 31 years of industry experience. Barbour is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,988 clients with $10B 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable and actual schedules vary by client. Fees for amounts over $25,000,000 are negotiable.
Fee Estimator
Location
4401 Waterfront Drive, Suite 250, Glen Allen, VA, 23060
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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
Cary Street Partners
Cary Street PartnersBroker
Previous Registrations
Dixon, Hubard, Feinour & Brown, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Sima Retirement Solutions, LLC
Purshe Kaplan Sterling InvestmentsBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Symetra Investment Services, INC.Broker
AXA Advisors, LLCBroker
Anderson & Strudwick, IncorporatedBroker
Rutherfoord Financial Services, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.Broker
Securian Financial Services, INC.Broker
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.Broker
Crestar Securities CorporationBroker
State Registrations2 states
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
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