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Andrew Barker

1 Year of Experience
Charlotte, NC

Andrew Barker is a registered investment advisor at Bespoke Capital Advisors, INC., based in Charlotte, NC, with 1 years of industry experience. Andrew 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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200K1.50%
$200K - $500K1.35%
$500K - $1000K1.25%
$1.0M - $5.0M1.15%
$5M+1.00%

The annual fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10020 Monroe Road, Suite 248, Charlotte, NC, 28270

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Andrew is the Owner/President of A Textiles, Ltd., a wholesale trade company, since 2013. This activity is not investment-related and takes about a quarter of his time.

Employment History
Current Registrations
Bespoke Capital Advisors, INC.
June 2024 - Present · 1 yr 11 mos
State Registrations1 state
NC
Advisor

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
No exam information available for this advisor.
Andrew Barker - Financial Advisor | TrueAdvisor