Erik Barnes is a registered investment advisor at Retirement Portfolio Partners, based in Warrenville, IL, with 17 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 29 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Retirement Portfolio Partners offers investment management as part of its wealth management program, which includes financial planning for a flat annual fee of $6,000, billed monthly at $500. Alternatively, the firm may charge a percentage-based fee not exceeding 1.00% of the client’s total portfolio value if the flat fee is deemed excessive.
Contact
Erik Barnes
Location
27475 Ferry Road, Warrenville, IL, 60555
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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
Retirement Portfolio Partners
Previous Registrations
Carter Shaw
Harbor Financial Services, LLC
Next Financial Group, INC.
Edward Jones
State Registrations2 states
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.