David Barnett
David Barnett is a ChFC-designated registered investment advisor at Grand Arbor Advisors, based in Richland Hills, TX, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 40 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Grand Arbor Advisors charges a percentage of your portfolio each year. The exact percentage is negotiable and depends on the size and complexity of your account. The annual fee ranges from 0.5% to 2% of your portfolio. The fee is paid at the start of each quarter.
Location
Richland Hills, TX
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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 →Other Business ActivitiesSells Insurance
David is the owner of Authority Enterprises, an insurance agency, since 1984. All outside business activities take about 10-20% of his time, with little or no time spent during trading hours.
Employment History
Current Registrations
Grand Arbor Advisors
Previous Registrations
Signal Securities, INC.
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.