Barry Bayles is a registered investment advisor at Horter Investment Management, LLC, based in Owatonna, MN, with 7 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,302,710 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horter Investment Management charges an annual advisory fee based on a percentage of the value of your investments, assessed quarterly. The maximum annual fee is 1.99%, which includes investment management, program administration, and financial professional compensation. Fees may be negotiable based on factors like client type and account size. Horter offers different portfolio management programs with varying fees. For retirement plan asset management using indexed funds, the fee is 0.50%. Non-discretionary accounts are charged 0.1% with a $50 minimum quarterly fee.
Location
Owatonna, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Barry is a sole proprietor of Financial Freedom Partners LLC, selling insurance and annuities, dedicating nearly full-time hours to this activity. He also prepares tax forms for individuals and small businesses, spending about half his time on this from February through April.
Employment History
Current Registrations
Horter Investment Management, LLC
State Registrations2 states
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