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Glen Barnes

15 Years of Experience
Fayetteville, NC
1 DisclosureSells Insurance

Glen Barnes is a registered investment advisor at Ameritrust Investments of North Carolina, LLC, based in Fayetteville, NC, with 15 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $5.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
36 clients
Average Client Portfolio
$147K average
Assets Under Management
$5.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1M+1.00%

Fees are negotiable depending upon the needs of the client and complexity of the situation.

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

4200 Morganton Road, Suite 200, Fayetteville, NC, 28314

Get directions

History

Regulatory History (1)
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Customer Dispute
April 2021
Settled
Other Business ActivitiesSells Insurance

Glen is an independent insurance agent involved in fixed insurance sales since 1999, dedicating full-time hours. He also volunteers on the board of Rockfish Outdoor Center, a church camp, managing meetings related to planning and finances.

Employment History
Current Registrations
Ameritrust Investments of North Carolina, LLC
August 2012 - Present · 13 yrs 8 mos
Previous Registrations
Ameritrust Investment Advisors, LLC
December 2010 - July 2012 · 1 yr 7 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.
Glen Barnes - Financial Advisor | TrueAdvisor