Bryan Barth is a registered investment advisor at Barth Capital LLC, based in Boston, MA, with 14 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $3.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In addition to the management fee, Barth Capital charges a performance-based fee of 10% of profits.
Fee Estimator
Location
Boston, MA
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Regulatory History (1)
Criminal
December 2008Other Business Activities
Bryan is the principal photographer for Barth Real Estate Photo, providing photography services. This non-investment-related activity takes a few hours per week.
Employment History
Current Registrations
Barth Capital LLC
Previous Registrations
Winslow, Evans & Crocker, INC.
Raymond James & Associates, INC.
Linsco/private Ledger CORP.
State Registrations1 state
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.