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Louis Barnes

Strategic Advisers LLC
22 Years of Experience
San Antonio, TX
2 DisclosuresBroker
View SEC Summary
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Louis Barnes is a registered investment advisor at Strategic Advisers LLC, based in San Antonio, TX, with 22 years of industry experience. Louis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

San Antonio, TX

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2025
Final
Judgment / Lien
April 2024
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Strategic Advisers LLC
October 2025 - Present · 1 yr
Fidelity Brokerage Services LLC
October 2025 - Present · 1 yr
Fidelity Brokerage Services LLCBroker
October 2025 - Present · 1 yr
Previous Registrations
Wells Fargo Advisors
September 2019 - May 2024 · 4 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
September 2019 - May 2024 · 4 yrs 8 mos
Morgan Stanley
March 2011 - September 2019 · 8 yrs 6 mos
Morgan StanleyBroker
February 2011 - September 2019 · 8 yrs 7 mos
Security Research Associates, INC.Broker
October 2002 - February 2003 · 4 mos
Cantor Fitzgerald & CO.Broker
October 2001 - October 2002 · 1 yr
W.R. Hambrecht + CO., LLCBroker
January 2001 - July 2001 · 6 mos
D.A. Davidson & CO.Broker
December 1999 - January 2001 · 1 yr 1 mo
First Union Securities, INC.Broker
June 1998 - November 1999 · 1 yr 5 mos
Everen Securities, INC.Broker
May 1998 - June 1998 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1998 - May 1998 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1994 - May 1998 · 3 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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