Henry
Barre
Colonial Trust Advisors, Inc
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About this Advisor
Henry Barre is a financial advisor based out of Spartanburg, South Carolina with 10 years of industry experience. Barre currently works for Colonial Trust Advisors, Inc. During their career, the advisor has held roles at Colonial Trust Advisors, Inc and Colonial Trust Company. Barre has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in South Carolina. Colonial Trust Advisors, Inc is an advisory company that has its headquarters in Spartanburg, SC. It has offices in three locations and a total of 20 financial advisors. It administers $1 billion in assets between its 1,928 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm provides financial advice to 19 charitable organizations. Of its 1,928 customer accounts, 40% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees typically are based on the services. Fee types billed by Colonial Trust Advisors, Inc likely consist 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
Henry Barre Work History
Henry has been registered as a financial advisor for 10 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 Henry 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
Columbia, SC
Spartanburg, 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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