Donald Barker is a registered investment advisor at Henssler Financial, based in Kennesaw, GA, with 16 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,639 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Henssler Financial offers several investment management options with different fee structures:
- Henssler Automated Investment Management: 0.5% annually, billed quarterly, with a $5,000 minimum investment.
- Financial Consulting Services: For clients who may not yet have significant assets, but still need significant advice. Asset based fee is an annual fee, billed quarterly in advance - (1) 1% on all assets under management, using individual equities with a $250,000 minimum investment for individual equities; (2) 0.75% on all assets under management, using mutual funds or exchange traded funds (ETFs) with no minimum investment; or (3) 0.50% on all assets under management, using Schwab Intelligent Portfolios (Henssler selected risk-based models using ETFs, automated investing through Schwab), with a $5,000 minimum investment.
- Asset Management with Exchange-Traded Funds or Mutual Funds:
- First $1 Million: 0.75%
- $1 Million—$3 Million: 0.65%
- $3 Million—$5 Million: 0.50%
- $5 Million and above: Negotiable
- Minimum Fee: $3,000
- Asset Management with Individual Stocks:
- First $1 Million: 1.00%
- $1 Million—$3 Million: 0.85%
- $3 Million—$5 Million: 0.65%
- $5 Million and above: Negotiable
- Minimum Fee: $5,000
- Traditional Management with Individual Stocks:
- First $1 Million: 1.25%
- $1 Million—$2 Million: 1.00%
- $2 Million—$3 Million: 0.90%
- $3 Million—$5 Million: 0.75%
- $5 Million and above: Negotiable
- Minimum Fee: $12,000
- Wealth Management with Individual Stocks:
- First $1 Million: 1.25%
- $1 Million—$2 Million: 1.00%
- $2 Million—$3 Million: 0.90%
- $3 Million—$5 Million: 0.75%
- $5 Million and above: Negotiable
- Minimum Fee: $25,000
Location
3735 Cherokee Street, Kennesaw, GA, 30144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald works as a police officer for the City of Austell Police Department, dedicating a few hours per week to motorcycle patrol. He also works full-time as a registered investment advisor and account executive at G.W. Henssler & Associates, focusing on account management and financial planning.
Employment History
Current Registrations
Henssler Financial
Previous Registrations
Alps Distributors, INC.Broker
State Registrations1 state
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