Henry Riley
Henry Riley is a CFA-designated registered investment advisor at Barton Investment Management, LLC, based in W. Conshohocken, PA, with 5 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 94 clients with $980M 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 $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
One Tower Bridge, 100 Front Street, Suite 980, W. Conshohocken, PA, 19428
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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
Barton Investment Management, LLC
State Registrations2 states
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