Carolyn Barr is a registered investment advisor at Vestor Capital, LLC, based in Chicago, IL, with 17 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,270 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $6.0M | 1.10% |
| $6M+ | 1.00% |
Fees are negotiable and vary from client to client. Fees differ for certain charitable and non-profit organizations, accounts containing securities restrictions and accounts charged on a fixed-fee or adjusted basis. For fixed income only relationships, the annual fee is 0.50%, subject to a minimum fee of $2,500.
Fee Estimator
Location
10 S. Riverside Plaza, Suite 1400, Chicago, IL, 60606-3840
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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 Activities
Carolyn works as a Senior Compliance Analyst for Vestor Capital, LLC, dedicating full-time hours to compliance matters. This is an investment-related business.
Employment History
Current Registrations
Vestor Capital, LLC
Previous Registrations
Vestor Capital, LLC
Vestor Capital Securities, LLCBroker
Aon Securities INC.Broker
Gartmore Distribution Services, INC.Broker
Henderson Global Investors Equity Planning, INC.Broker
State Registrations1 state
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