Michael
Barr

True Private Wealth Advisors, LLC

CRD#7821023
Investment Advisor
in Salem, OR

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About this Advisor

Michael Barr is a financial advisor based in Salem, Oregon, working with True Private Wealth Advisors, LLC. Michael has previously held positions at True Private Wealth Advisors, LLC and Salem Emergency Physician Services. Michael has passed the Series 65 regulatory exam and is registered to provide services in Oregon. Currently, Michael is part of True Private Wealth Advisors, LLC, which operates out of Salem, Oregon. The firm has 2 offices and 23 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at True Private Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1781 Liberty Street Se Suite 200
Salem, OR 97302

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True Private Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,240,700,489

OR Average: $1,120,203,312
Total Number of Employees

23

OR Average: 50
Total Number of Accounts

4,412

OR Average: 1,309
Average Account Size

$281,210

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Michael Barr Work History

2023 - Present (2 years)

True Private Wealth Advisors, LLC

2008 - 2021 (13 years)

Salem Emergency Physician Services

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Disclosures

Please visit the SEC profile of Michael Barr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at True Private Wealth Advisors, LLC

Jesse Coffee
Eugene, OR
Joseph Alstott
Salem, OR
Jason Herber
Salem, OR
Stephen Altman
Salem, OR
Michael Davis
Salem, OR
Todd Gescher
Salem, OR
Thomas Paterson
Mcminnville, OR
Steven Binns
Salem, OR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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