| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Barrett Capital, in its sole discretion, may charge a lesser investment advisory fee than that reflected in the above fee schedule based upon certain criteria.
812 Moorefield Park Drive, Suite 112, Richmond, VA, 23236
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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 →Raymond is the owner and manager of Southern Financial Advisory, LLC, where he consults with businesses on debt financing, capital leases, and business sales. This activity does not involve client referrals between his firm and Barrett Capital Management, LLC and takes minimal time.