Gary Barton is a registered investment advisor at The Asset Consulting Group, INC, based in Boise, ID, with 29 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 87 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACG offers asset management services for individuals, charging an annual fee based on the value of the account. The specific percentage ranges from 0.10% to 1.0%, and is in addition to any fees charged by the third-party money manager. Fees are paid monthly or quarterly, as negotiated. These fees are negotiable.
Location
410 S Orchard Suite 112, Boise, ID, 83705
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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 →Other Business Activities
Gary is an LLC manager at ESOPS of Idaho, coaching companies on ESOP installation. This takes about 10-20% of his time, with some of that time occurring during trading hours.
Employment History
Current Registrations
The Asset Consulting Group, INC
Previous Registrations
Calton & Associates, INC.
Financial Telesis, INC.
Mid Atlantic Financial Management, INC.
London Pacific Advisors
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.