Whitney Barker is a registered investment advisor at Ironbridge Private Wealth, LLC, based in Austin, TX, with 3 years of industry experience. Whitney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 157 clients with $310M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Performance-based fee arrangements may be available to certain high net worth clients.
Fee Estimator
Location
6420 Bee Caves Road, Suite 201, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ironbridge Private Wealth, LLC
State Registrations1 state
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