Kitti Barker is a registered investment advisor at Hya Financial, based in Henrico, VA, with 9 years of industry experience. Kitti operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
HYA also offers a Senior Initiative with reduced fees for clients over 59.5 years old: Ages 59.5-65: 0.85% per year, Ages 66-69: 0.75% per year, Ages 70+: 0.50% per year. For non-discretionary accounts, fees range from 0.25% to 1%.
Fee Estimator
Location
Henrico, VA
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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
Kitti works as an independent tech rep for PING golf equipment, fitting consumers for golf clubs. This activity requires minimal time commitment.
Employment History
Current Registrations
Hya Financial
Previous Registrations
Edward JonesBroker
State Registrations2 states
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