MN
CFA
MN
CFA

Michael Nayfa

13 Years of Experience

Michael Nayfa is a CFA-designated registered investment advisor at Barrow Hanley Global Investors, based in Dallas, TX, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 160 clients with $53B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
28 advisors
Number of Clients
160 clients
Average Client Portfolio
$332.8M average
Assets Under Management
$53.3B

Fee Structure

Investment management only (planning not offered)

Barrow Hanley charges an annual fee based on a percentage of the value of your portfolio. The exact percentage varies depending on the investment strategy and the amount you invest. The fee is generally paid monthly or quarterly. The firm may negotiate fees on a case-by-case basis, considering factors like the complexity of your situation and the amount of assets managed.

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Location

2200 Ross Avenue, 31st Floor, Dallas, TX, 75201-2761

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Barrow Hanley Global Investors
November 2012 - Present · 13 yrs 5 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.