Joseph Barton is a registered investment advisor at White Rock Capital, based in Dallas, TX, with 28 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
White Rock Capital Management manages investments for private funds and receives a quarterly asset-based management fee calculated as a percentage of the limited partners’ aggregate capital balance, payable quarterly in advance. Such management fee is generally between 0.25% and 0.50%. The separately managed account does not pay a management fee but generally pays a performance fee, as a percentage (typically 10%) of the net gains, if any, realized in respect of the separately managed account with respect to a realized investment following such realization.
Location
3131 Turtle Creek Blvd., Suite 800, Dallas, TX, 75219
Get directionsHistory
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
White Rock Capital
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.