Kristopher Barney is a CFA-designated registered investment advisor at 30-40 Wealth Partners, based in Cornelius, NC, with 12 years of industry experience. Kristopher 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 38 clients with $58M 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 $500K | 1.50% |
| $500K - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fee Estimator
Location
Cornelius, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kris Barney offers consulting services for real estate and financial technology companies, dedicating a few hours per week. His household also receives payments and royalties from book sales.
Employment History
Current Registrations
30-40 Wealth Partners
Previous Registrations
Funding Circle Securities LLCBroker
William Blair & Company L.L.C.Broker
State Registrations4 states
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