Theodore Barnhart is a registered investment advisor at Barnhart Investment Advisory, based in Elmhurst, IL, with 20 years of industry experience. Theodore 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 $5.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Barnhart Investment Advisory charges a percentage of your portfolio's value each year for investment management.
- For the Core Wealth Allocation strategy or a customized approach, the fee is generally 0.75% per year.
- For the Global Strategy, the fee is generally 1.25% per year.
These fees are negotiable based on your financial situation, the amount you invest, and the complexity of the services. The fee is divided and billed quarterly in advance.
Location
Elmhurst, IL
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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
Barnhart Investment Advisory
Previous Registrations
Barnhart Investment Advisory
Barnhart Investment Advisory
Charles Schwab & CO., INC.
Morgan Stanley
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.