Barrett Ward is a CFP-designated registered investment advisor at Champion Advisors LLC, based in Houston, TX, with 5 years of industry experience. Barrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 51 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiated on a case-by-case basis. Fees for the management of bonds and other fixed income instruments are negotiable and will vary according to the size and complexity of the account. Clients receiving the same service from Champion Advisors can pay different fees.
Fee Estimator
Location
Houston, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barrett is a financial consultant for Blandford Family Partnership, Ltd., a limited partnership for family financial holdings, since 2017. This involves analysis of financial statements, securities analysis, and general consulting on financial matters, taking about a third of Barrett's time.
Employment History
Current Registrations
Champion Advisors LLC
State Registrations1 state
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