Hab Barton is a registered investment advisor at Barton Advisory Services, L.L.C., based in Lafayette, LA, with 10 years of industry experience. Hab operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 42 clients with $99M 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 $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.40% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
1005 E. St. Mary Blvd., Suite 217, Lafayette, LA, 70503
Get directionsHistory
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
Hab is a CPA at Harry V. Barton CPA LLC since 2011, providing tax advice and filing services. This takes about 10-20% of his time, all during securities trading hours.
Employment History
Current Registrations
Barton Advisory Services, L.L.C.
State Registrations2 states
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