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Andrew Barber

1 Year of Experience
Stamford, CT

Andrew Barber is a registered investment advisor at Baypointe Partners, LLC, based in Stamford, CT, with 1 years of industry experience. Andrew 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 $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
3 clients
Average Client Portfolio
$36.4M average
Assets Under Management
$109.3M

Fee Structure

Investment management only (planning not offered)

Baypointe Partners receives a management fee and a performance-based fee for its services. The management fee is a minimum of 1% of the account's notional investment, calculated and payable monthly in arrears. Baypointe also receives an annual performance fee equal to 15% of the investment profits above a threshold amount and any unrecouped investment losses from the previous year. The fees charged can vary based on the Investment Advisory Agreement.

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Location

100 First Stamford Place, Suite 302, Stamford, CT, 06902

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrew is a senior contributor/writer for an institutional investor, a part owner of Risknow.com, and an independent board member for Onetwo Cosmetics. These activities are not investment-related and take minimal time overall.

Employment History
Current Registrations
Baypointe Partners, LLC
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Research Edge, LLC
May 2009 - November 2009 · 6 mos
State Registrations1 state
CT
Advisor

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.