Joshua Barrett is a registered investment advisor at Barrett Wealth Management, based in Rochester, NY, with 7 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 88 clients with $23M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.50% |
Investment management fees are negotiable depending upon the specific nature of services to be rendered, the complexity of the case and/or the value of the assets under management.
Fee Estimator
Location
70 Linden Oaks, 3rd Floor, Rochester, NY, 14625
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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 →Employment History
Current Registrations
Barrett Wealth Management
Previous Registrations
Barrett Capital Management, INC.
UBS Painewebber INC.
State Registrations1 state
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