Bert
Barre
Colonial Trust Advisors, Inc
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About this Advisor
Bert Barre is a chartered financial analyst who works in Spartanburg, South Carolina who has 14 years of industry experience. Barre is an advisor for Colonial Trust Advisors, Inc. During their career, Barre has held roles at Colonial Trust Advisors, Inc and Colonial Trust Company. Barre maintains a Series 63 license, certifying them as a securities broker, and is approved to serve investors in South Carolina. Colonial Trust Advisors, Inc is an advisory company operating out of Spartanburg, SC. It has offices in three locations and a total of 20 people on staff. It manages $1 billion in assets among its 1,928 customer accounts, making it one of the larger firms in the United States by assets under management. The firm advises 19 charitable organizations. Of its 1,928 client accounts, 40% are associated with high-net-worth individuals who have at least $1 million in assets. The business has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules largely are based on the type of services. Fees billed by Colonial Trust Advisors, Inc most likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Colonial Trust Advisors, Inc Brokerage Details
$1,193,168,142
20
1,928
$618,863
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Bert Barre Work History
Bert has been registered as a financial advisor for 14 years.*
Colonial Trust Advisors, Inc
Colonial Trust Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bert Barre 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 Colonial Trust Advisors, Inc
Spartanburg, SC
Columbia, SC
Charleston, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Spartanburg, SC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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