Elizabeth Barrett is a CFP-designated registered investment advisor at Highroad Wealth Advisers, LLC, based in Rochester, NY, with 4 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 5 clients with $16M 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 | 0.60% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.40% |
Fees negotiable for accounts above $5,000,000.
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
Highroad Wealth Advisers, LLC
Previous Registrations
Armbruster Capital Management, INC.
Apex Advisers, LLC
State Registrations1 state
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