Advisor at Retirement Portfolio Partners
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Firm
Retirement Portfolio Partners
Location
Warrenville, IL 60555
Credentials
Series 66
Industry experience
17 years
Erik Barnes is a financial advisor at Retirement Portfolio Partners in Warrenville, IL, holding a Series 66 designation with 17 years of industry experience. He has been with The Farm Capital Management, LLC since 2008. Retirement Portfolio Partners provides wealth management services to individuals, high-net-worth households, and families, combining portfolio management with comprehensive financial planning. The firm employs passive, cost- and tax-aware strategies using mutual funds, ETFs, and select individual securities, and offers ongoing portfolio oversight through quantitative tools and client digital portals.
Based on Retirement Portfolio Partners
Based on Retirement Portfolio Partners
Flat annual fee of $6,000 billed monthly at $500/month
Up to 1.00% annually
Minimum fee: Flat annual fee of $6,000 billed monthly at $500/month
27475 Ferry Road
Warrenville, IL 60555
Illinois · Texas
The Farm Capital Management, LLC
2008 - Present (18 years)
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