Otis Barnard
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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| 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.
Fee Estimator
Location
5600 S. Quebec Street, Suite 3196, Greenwood Villiage, CO, 80111
Get directionsHistory
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 ActivitiesSells Insurance
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.
Employment History
Current Registrations
Wealthbuilders Investments
Previous Registrations
Wealthbuilders Investments
State Registrations1 state
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.