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Christopher Barton

Gradient Advisors, LLC
8 Years of Experience
Greenville, SC
1 Disclosure
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Christopher Barton is a registered investment advisor at Gradient Advisors, LLC, based in Greenville, SC, with 8 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,152 clients with $290M in assets under management.

Gradient Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
185 advisors
Number of Clients
2,152 clients
Average Client Portfolio
$134K average
Assets Under Management
$289.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

33 Market Point Drive,, Greenville, SC, 29607

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History

Regulatory History (1)
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Criminal
August 2003
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Gradient Advisors, LLC
April 2026 - Present · 6 mos
Previous Registrations
Jehm Wealth & Retirement, LLC
August 2019 - January 2026 · 6 yrs 5 mos
Brookstone Capital Management LLC
July 2018 - June 2019 · 11 mos
MML Investors Services, LLC
October 2017 - February 2018 · 4 mos
MML Investors Services, LLCBroker
September 2017 - February 2018 · 5 mos
Principal Securities, INC.
December 2016 - July 2017 · 7 mos
Principal Securities, INC.Broker
November 2016 - July 2017 · 8 mos
State Registrations1 state
SC
Advisor

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
No exam information available for this advisor.
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