William Barack is a registered investment advisor at Lindisfarne Investments, LLC, based in Bay Village, OH, with 19 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $1.6M 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 $1.0M | 2.00% |
| $1M+ | 1.75% |
If client chooses a custodian other than CEROS Financial Services, an additional management fee of 0.25% may be imposed.
Fee Estimator
Location
Bay Village, OH
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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
Lindisfarne Investments, LLC
Previous Registrations
Barack Capital Management LLC
State Registrations1 state
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