Barton Weisenfluh
Barton Weisenfluh is a CFP-designated registered investment advisor at Kelleher Financial Advisors, LLC, based in Portland, ME, with 17 years of industry experience. Barton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 284 clients with $1.2B 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 $2.0M | 0.75% |
| $2M+ | 0.50% |
Schedule reflects Starboard Advisors rates. Kelleher Financial Advisor Division and Battery Park Capital charge between 0.50% and 1.50%. Fees are negotiable.
Fee Estimator
Location
2 Union Street, Suite 401, Portland, ME, 04101
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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
Kelleher Financial Advisors, LLC
Previous Registrations
Hartland & CO
Zephyr Management, L.P.
State Registrations13 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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