Paul Barrett is a registered investment advisor at Ravine Road Advisors, based in Greenwich, CT, with 23 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5M+ | 1.00% |
Fees may be negotiable. In lieu of the asset based fee, Ravine Road will offer its ongoing investment advice and performance reporting services for an annual fixed fee that will range from $100,000 to $1,000,000.
Fee Estimator
Location
Greenwich, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is a principal at River Road Advisors LLC, advising companies on credit facilities, dedicating about 10-20% of his time. He is also a partner in Taurus Affiliates LLC, an online coupon and survey business, and a managing director at Entoro Capital, LLC, spending about 10% of his time on each.
Employment History
Current Registrations
Ravine Road Advisors
Previous Registrations
Entoro Securities, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citi Private Advisory, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
J.P. Morgan Securities INC.Broker
State Registrations1 state
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