SB
CFP · ChFC
SB
CFP · ChFC

Scott Barnhart

9 Years of Experience
Algonac, MI
BrokerSells Insurance

Scott Barnhart is a CFP, ChFC-designated registered investment advisor at Fairway Investment Group, LLC, based in Algonac, MI, with 9 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 844 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
29 advisors
Number of Clients
844 clients
Average Client Portfolio
$127K average
Assets Under Management
$107.1M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum fees vary by LPL Financial program: Strategic Wealth Management up to 1.0%, Optimum Market Portfolios up to 1.0%, Model Wealth Portfolios up to 1.5%, and Guided Wealth Portfolios up to 0.85%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Algonac, MI

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Scott is an investment advisor representative at Fairway Investment Group and an insurance representative with MEA Financial Services, where he has the possibility to sell life, LTC, and potentially property & casualty insurance. He also serves as the MEA-FSA Union President and owns rental real estate property.

Employment History
Current Registrations
Fairway Investment Group, LLC
September 2017 - Present · 9 yrs 1 mo
Paradigm Equities, INC.
July 2017 - Present · 9 yrs 3 mos
Paradigm Equities, INC.Broker
July 2017 - Present · 9 yrs 3 mos
State Registrations5 states
AZFLMINCOH
AdvisorBrokerBoth

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.