Amy Barrett is a CFA, CFP-designated registered investment advisor at Barrett Wealth Connection LLC, based in Spring Grove, IL, with 18 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 177 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for accounts over $5,000,000. There is an account minimum fee of $625 per quarter, which may be waived.
Fee Estimator
Location
2002 Holian Drive, Suite 104, Spring Grove, IL, 60081
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Amy volunteers as a pro-bono investment manager for Congregation Am Echod, dedicating minimal time. She also volunteers and serves as a board member for the Illinois and Dressage Combined Training Association, and volunteers for Mill Creek Hunt, spending minimal time on each activity.
Employment History
Current Registrations
Barrett Wealth Connection LLC
Previous Registrations
Voyager Capital Management, LLC
Savant Capital Management, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.