Jonathan Taylor is a CFA-designated registered investment advisor at Barrow Hanley Global Investors, based in Dallas, TX, with 15 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 160 clients with $53B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Barrow Hanley charges an annual fee based on a percentage of the value of your portfolio. The exact percentage varies depending on the investment strategy and the amount you invest. The fee is generally paid monthly or quarterly. The firm may negotiate fees on a case-by-case basis, considering factors like the complexity of your situation and the amount of assets managed.
Location
2200 Ross Avenue, 31st Floor, Dallas, TX, 75201-2761
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Barrow Hanley Global Investors
Previous Registrations
Summit Advisor Solutions
Argentus Advisors, LLC
State Registrations1 state
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