Barry Wynn is a registered investment advisor at Colonial Trust Advisors, INC., based in Spartanburg, SC, with 38 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 934 clients with $1.7B 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.50% |
| $7M+ | 0.38% |
Fees may be negotiable. Minimum annual fixed fee is $1,000.
Fee Estimator
Location
233 South Pine Street, Spartanburg, SC, 29302
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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
Barry Wynn is also employed by Colonial Trust Company as Executive Vice President, where he is involved in investment management, fiduciary decision making, administrative oversight, and compliance. He spends about a quarter of his time on Colonial Trust Company business, with the remaining time dedicated to Colonial Trust Advisors, Inc.
Employment History
Current Registrations
Colonial Trust Advisors, INC.
Previous Registrations
The Robinson-Humphrey Company INC.Broker
Frost, Johnson, Read & Smith, INC.Broker
Frost, Johnson, Read & Smith, IncorporatedBroker
Hornblower & Weeks - Hemphill, Noyes IncorporatedBroker
State Registrations1 state
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