Joseph Barrett is a registered investment advisor at Barrett Capital Partners, based in Weymouth, MA, with 5 years of industry experience. Joseph 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
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.
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Patrick works as a controller for Patrick J Barrett CPA's PC, an accounting firm, since 2013. This takes about 10-20% of Patrick's time.
Employment History
Current Registrations
Barrett Capital Partners
Previous Registrations
Trust Advisory Group LTD
Advisory Group Equity Services LTD.Broker
State Registrations1 state
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