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DB
CFA
DB
CFA
Daniel Allen Barnes
Strait & Sound
19 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Financial Planning & Coaching
Tax Planning
Estate Planning
High Net Worth
Strait & Sound
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
8 advisors
Number of Clients
277 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$303.9M
Fee Structure
Minimum Investment:
$500K
Financial Planning:
Included in AUM fee
Investment Management
Planning
AUM-Based Fees (Tiered)
Assets Under Management
Annual Fee
Up to $300K
1.50%
$300K - $600K
1.30%
$600K - $1.2M
1.10%
$1.2M - $2.4M
1.00%
$2.4M - $5.0M
0.90%
$5.0M - $10.0M
0.80%
$10M+
0.80%
Fees negotiable for assets over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
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Location
Seattle, WA
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Regulatory
May 2022
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Strait & Sound
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
Karp Capital Management Corporation
March 2018 - March 2018 · 0 mos
Rb Capital Management, LLC
January 2016 - December 2020 · 4 yrs 11 mos
Rb Capital Management, LLC
November 2006 - December 2015 · 9 yrs 1 mo
Barnes Capital
August 2006 - May 2021 · 14 yrs 9 mos
State Registrations
3 states
CA
TX
WA
Advisor
Exams
No exam information available for this advisor.