George Barnes is a registered investment advisor at &partners, based in Leesville, SC, with 11 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
418 East Railroad Ave., Leesville, SC, 29070
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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George is a 50% owner of B-L GreenLawn, LLC, managing the business and owning commercial real estate, dedicating about a third of his time. He also owns Barnes & Associates, a tax practice, and Twin City Storage LLC, a real estate business, spending about 10-20% of his time on each.
Employment History
Current Registrations
&partners
&partnersBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations26 states
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