RB
CFA · CIC
RB
CFA · CIC

Richard Clark Barrett

28 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
251 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$311.4M

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $25.0M1.00%
$25.0M - $50.0M0.75%
$50M+0.50%

Fees are negotiable.

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

1801 Century Park East, Suite 1800, Los Angeles, CA, 90067

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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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Employment History
Current Registrations
Stonebridge Capital Management INC
July 1997 - Present · 28 yrs 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.