John Barker is a CFA-designated registered investment advisor at Elgethun Capital Management, based in Sioux Falls, SD, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 261 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Elgethun Capital Management's investment management fee is a percentage of the account's market value, ranging from 0.5% to 1.00% annually. The fee is negotiable based on the account size and the work involved. The minimum annual fee is $15,000, charged quarterly in advance. Clients can terminate the agreement with 30 days' notice, and fees will be prorated.
Location
231 S. Phillips Ave., Suite 201, Sioux Falls, SD, 57104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is involved in several investment-related activities, including being a beneficial owner of Aegis Capital Partners LLC, owner/managing partner of Elbark Capital, LLC, trustee member of Dakota REIT, Vice President of Cherapa Management, LLC, President of Aegis Western, LLC, and Manager of Titan Industrial, LLC. These roles involve real estate, securities, and private equity investments.
Employment History
Current Registrations
Elgethun Capital Management
State Registrations2 states
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