DB
CFP
DB
CFP

David Luke Barlow

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)
Firm Size
34 advisors
Number of Clients
3,712 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $7.0M0.75%
$7.0M - $10.0M0.65%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Technology Drive, Suite 100, Westborough, MA, 01581

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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
Grimes & Company
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Goodman Advisory Group, LLC
October 2019 - June 2024 · 4 yrs 8 mos
Ferris Capital, LLC
February 2016 - January 2019 · 2 yrs 11 mos
Bts Asset Management, INC.
September 2005 - January 2016 · 10 yrs 4 mos
Bts Securities CorporationBroker
May 2005 - January 2016 · 10 yrs 8 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.
David Luke Barlow - Financial Advisor | TrueAdvisor