Brian Barthol
Brian Barthol is a CFP-designated registered investment advisor at William Howard & CO. Financial Advisors, INC., based in Memphis, TN, with 4 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 182 clients with $320M 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 $250K | 1.95% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $8.0M | 0.50% |
| $8.0M - $10.0M | 0.40% |
| $10M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Location
6410 Poplar Ave, Suite 330, Memphis, TN, 38119-4839
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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
William Howard & CO. Financial Advisors, INC.
State Registrations1 state
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