JB
JB
James Barrett
27 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
840 clients
Average Client Portfolio
$512K average
Assets Under Management
$429.9M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
8305 S. Saginaw Street, Suite 2, Grand Blanc, MI, 48439
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is licensed to sell long-term care insurance.
Employment History
Current Registrations
Acorn Wealth Advisors, LLC
July 2014 - Present · 11 yrs 8 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2014 - January 2017 · 2 yrs 8 mos
Ameriprise Financial Services, INC.
November 2010 - May 2014 · 3 yrs 6 mos
Ameriprise Financial Services, INC.Broker
August 1998 - May 2014 · 15 yrs 9 mos
Ids Life Insurance CompanyBroker
August 1998 - July 2006 · 7 yrs 11 mos
State Registrations1 state
MI
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.