Arthur Barasch
Arthur Barasch is a registered investment advisor at Baron Financial Advisors, LLC, based in Spring, TX, with 23 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fees range from 0.25% to 0.99% annually based on assets managed by third-party advisers. The fee is non-negotiable.
Fee Estimator
Location
Spring, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2006Other Business ActivitiesSells Insurance
Arthur is an independent insurance agent selling long-term care, health, and disability insurance, dedicating about 10-20% of his time. He also owns an independent business with ACN, reviewing telecommunications, television, and energy services for potential discounts, spending minimal time on this activity.
Employment History
Current Registrations
Baron Financial Advisors, LLC
Previous Registrations
Baron Financial Advisors, LLC
Park Avenue Securities LLC
Ameritas Investment CORP
The Advisors Group, INC.
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.
Exams
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