Michael Trahan is a CFA-designated registered investment advisor at Barrow Hanley Global Investors, based in Dallas, TX, with 5 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 154 clients with $59B 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 $25.0M | 0.55% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $200.0M | 0.35% |
| $200.0M - $800.0M | 0.30% |
| $800M+ | 0.20% |
Schedule represents the Large Cap Value strategy. Other equity and fixed income strategies have different fee schedules. Fees are negotiable under certain circumstances.
Fee Estimator
Location
2200 Ross Avenue, 31st Floor, Dallas, TX, 75201-2761
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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 →Employment History
Current Registrations
Barrow Hanley Global Investors
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.
Exams
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