WB

William George Barham

55 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
272 clients
Average Client Portfolio
$674K average
Assets Under Management
$183.4M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Fees are negotiable based on account size and servicing requirements, ranging from 0% to 1.25% of assets under management. Fees are generally payable quarterly in advance, based on the account's market value. Some legacy clients have a tiered schedule or a fixed quarterly fee. Clients are responsible for verifying the accuracy of fee calculations. Special projects may incur negotiable fees. There is no minimum account size.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information

Office location

6 Centerpointe Drive, Suite 300, Lake Oswego, OR, 97035

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Regulatory History (1)
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Regulatory
February 1978
Final
Employment History
Current Registrations
Orca Investment Management, LLC
January 2013 - Present · 13 yrs
Previous Registrations
Bane Barham & Holloway Assets Management INC
June 1982 - January 2013 · 30 yrs 7 mos
Daugherty, Cole INC.Broker
November 1972 - November 2009 · 37 yrs
May & Camp, INC.Broker
February 1970 - December 1972 · 2 yrs 10 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.