IB
CFP
IB
CFP

Ian Barr

17 Years of Experience
Northbrook, IL

Ian Barr is a CFP-designated registered investment advisor at Pure Financial Advisors, LLC, based in Northbrook, IL, with 17 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 7,509 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
7,509 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$11.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $350K1.60%
$350K - $500K1.25%
$500K - $750K1.00%
$750K - $1.0M0.90%
$1.0M - $2.0M0.85%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.75%
$4.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10M+0.50%

For client relationships exceeding $10 million, advisory fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5 Revere Drive, Northbrook, IL, 60062

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Pure Financial Advisors, LLC
April 2024 - Present · 2 yrs 5 mos
Previous Registrations
Morgan Stanley
September 2023 - January 2024 · 4 mos
Morgan StanleyBroker
October 2022 - January 2024 · 1 yr 3 mos
E*trade Securities LLCBroker
April 2018 - September 2023 · 5 yrs 5 mos
E*trade Capital Management, LLC
April 2018 - September 2023 · 5 yrs 5 mos
Fisher Investments
October 2015 - March 2018 · 2 yrs 5 mos
J.P. Morgan Securities LLCBroker
March 2013 - October 2015 · 2 yrs 7 mos
J.P. Morgan Securities LLC
March 2013 - October 2015 · 2 yrs 7 mos
J.P. Morgan Securities LLCBroker
March 2009 - May 2011 · 2 yrs 2 mos
J. P. Morgan Securities INC.
February 2007 - April 2007 · 2 mos
J.P. Morgan Securities INC.Broker
February 2007 - April 2007 · 2 mos
Banc One Securities Corporation
February 2005 - March 2005 · 1 mo
Banc One Securities CorporationBroker
January 2005 - March 2005 · 2 mos
Banc One Securities CorporationBroker
May 2001 - June 2003 · 2 yrs 1 mo
Fidelity Brokerage Services, INC.Broker
February 1999 - September 1999 · 7 mos
State Registrations1 state
IL
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.