Charles Barnett is a registered investment advisor at Barnett Capital Management, LLC, based in Austin, TX, with 19 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $28M 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 $10.0M | 0.60% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.30% |
BCM retains the right to offer clients modified billing periods or rates.
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Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Barnett Capital Management, LLC
State Registrations2 states
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