William Barnes is a registered investment advisor at S.B. Value Partners, L.P., based in San Antonio, TX, with 2 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 63 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SB Value Partners manages investments through several partnerships and separately managed accounts. They do not charge a management fee but instead receive a percentage of the net profits.
For Institutional Asset Management, SB Value offers a fixed fee for advisory services, generally between $25,000 and $100,000 annually, payable monthly or quarterly. Clients are also responsible for custody, commissions, and other transaction charges.
Location
1903 San Pedro Avenue, San Antonio, TX, 78212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
S.B. Value Partners, L.P.
State Registrations1 state
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