Otis Barnard is a registered investment advisor at Wealthbuilders Investments, based in Greenwood Villiage, CO, with 4 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 249 clients with $120M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees may be negotiable at the sole discretion of the firm for accounts above $10,000,000.
5600 S. Quebec Street, Suite 3196, Greenwood Villiage, CO, 80111
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Learn about disclosures →Otis is an insurance agent for life and health insurance and assists with administrative duties for Tricord Global Missions Society, Inc. He spends a few hours per week on these activities.
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