BW
CFP

Barton Wall Weisenfluh

16 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
335 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K
Hourly Rate:Up to $600/hr

KFA and Battery Park Capital charge annual investment management fees ranging from 0.50% to 1.50% of assets under management, billed quarterly in arrears. Starboard Advisors charges 0.75% on the first $2 million and 0.50% on value over $2 million, billed quarterly in advance. Starboard Advisors also offers Family Office Consulting Services with hourly fees up to $600/hour or fixed fees, billed as specified in the advisory agreement. All advisory fees are negotiable. Minimum account sizes apply: $25,000 for KFA, $1,000,000 in investable assets for Starboard Advisors, and $500,000 for BPC.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Loading...

Advisor Information

Office location

2 Union Street, Suite 401, Portland, ME, 04101

Get directions
Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Kelleher Financial Advisors, LLC
October 2017 - Present · 8 yrs 3 mos
Previous Registrations
Hartland & CO
January 2015 - October 2017 · 2 yrs 9 mos
Zephyr Management, L.P.
June 2009 - December 2014 · 5 yrs 6 mos
State Registrations4 states
FLMENYTX
Advisor
Exams
No exam information available for this advisor.
Barton Wall Weisenfluh - Financial Advisor | AdvisorDiscover