Erik Barnes is a registered investment advisor at Retirement Portfolio Partners, based in Warrenville, IL, with 18 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 30 clients with $44M 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% |
Primary pricing is a flat annual fee of $8,400. Alternatively, a percentage-based fee is charged up to 1.00% of the portfolio value for accounts where the flat fee would be excessive. Fees are negotiable.
Fee Estimator
Contact
Erik Barnes
Location
27475 Ferry Road, Warrenville, IL, 60555
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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
Retirement Portfolio Partners
Previous Registrations
Carter Shaw
Harbor Financial Services, LLC
Next Financial Group, INC.
Edward Jones
State Registrations2 states
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
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