Barton Weisenfluh is a CFP-designated registered investment advisor at Kelleher Financial Advisors, LLC, based in Portland, ME, with 16 years of industry experience. Barton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 335 clients with $1B 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 | 0.75% |
| $2M+ | 0.50% |
This fee schedule applies to the Starboard Advisors Division. Kelleher Financial Advisor Division and Battery Park Capital Division charge fees ranging from 0.50% to 1.50%.
Fee Estimator
Location
2 Union Street, Suite 401, Portland, ME, 04101
Get directionsHistory
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
Kelleher Financial Advisors, LLC
Previous Registrations
Hartland & CO
Zephyr Management, L.P.
State Registrations11 states
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.