Patrick Barrett
Patrick Barrett is a CFP-designated registered investment advisor at Barrett Capital Partners, based in Weymouth, MA, with 26 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 105 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Barrett Capital Partners charges a percentage of your portfolio each year for investment management. The fees range from 0.75% to 1.25% and are negotiable. These fees are charged quarterly, directly from your investment account, at the beginning of each quarter.
Location
1109 Washington Street, Weymouth, MA, 02189
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Regulatory History (1)
Regulatory
February 2006Other Business ActivitiesSells Insurance
Patrick is the president and owner of Patrick J. Barrett CPA's PC, an accounting firm, dedicating nearly full-time hours to it. He also receives commissions from Shorepoint Capital Partners LLC for previous client referrals, taking a few hours per week, and sells life insurance, dedicating minimal time.
Employment History
Current Registrations
Barrett Capital Partners
Previous Registrations
Trust Advisory Group LTD
Advisory Group Equity Services LTD.Broker
Source Capital Group, INC.
Source Capital Group, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
US Financial Advisors, LLC
Intersecurities, INC.Broker
State Registrations1 state
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.