Bert Barre is a CFA-designated registered investment advisor at Colonial Trust Advisors, INC., based in Spartanburg, SC, with 16 years of industry experience. Bert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 934 clients with $1.7B 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 | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.50% |
| $7M+ | 0.38% |
Fees may be negotiable. Minimum annual fixed fee is $1,000.
Fee Estimator
Location
233 South Pine Street, Spartanburg, SC, 29302
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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 →Other Business Activities
Bert is employed by Colonial Trust Company as Chairman, President, COO, and Senior Trust Officer, dedicating the majority of his time to this role. He also serves as Chair of the Investment Advisory Committee for the Spartanburg County Foundation, spending minimal time on this activity.
Employment History
Current Registrations
Colonial Trust Advisors, INC.
State Registrations1 state
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