Emmett Fehlau-Barton
Emmett Fehlau-Barton is a registered investment advisor at Sharper Image Financial Services, LLC, based in Erie, CO, with 1 years of industry experience. Emmett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 14 clients with $1.8M 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 | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Erie, CO
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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.
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Emmett works as a paraplanner for Foundation Financial Planning, LLC, providing outsourced financial planning services. He spends a few hours per week during trading hours and about a quarter of his time outside trading hours on this activity.
Employment History
Current Registrations
Sharper Image Financial Services, LLC
State Registrations1 state
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