Virginia Barkett
Virginia Barkett is a registered investment advisor at Compass Capital Investments LLC, based in Fincastle, VA, with 7 years of industry experience. Virginia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 138 clients with $15M 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 - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Annual fee may be negotiable based on several factors. Individual accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
10 W. Main St., Fincastle, VA, 24090
Get directionsHistory
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 ActivitiesSells Insurance
Virginia is an insurance agent since 2016, dedicating a few hours per week to insurance sales and service. She also owns and manages a hospitality business, rental real estate, is a children's book author, and a farm owner, spending about 10% of her time on these activities outside of trading hours.
Employment History
Current Registrations
Compass Capital Investments LLC
State Registrations6 states
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