Eric Bartee is a registered investment advisor at Bartee Capital Management, LLC, based in Montgomery, TX, with 9 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 21 clients with $3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bartee Capital Management's fees for managing your investments range from 0.50% to 1.50% per year, depending on your individual needs. These fees cover all funds eligible for equity investment, including temporary cash and money market holdings. Fees are billed quarterly based on the value of your investments on the last business day of the previous quarter.
Location
Montgomery, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric provides consulting services through PEB, LLC since 2007. This activity is not investment-related.
Employment History
Current Registrations
Bartee Capital Management, LLC
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.