Adam Barnai is a registered investment advisor at Barnai Asset Management, based in Boulder, CO, with 10 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 31 clients with $22M 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 $25K | 1.75% |
| $25K - $50K | 1.50% |
| $50K - $500K | 1.25% |
| $500K+ | 1.00% |
Fee schedule is a floating rate and assets will be charged a lower rate once the total assets under management value surpasses the break point.
Fee Estimator
Location
Boulder, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam owns a small construction company where he works as a general contractor and builder.
Employment History
Current Registrations
Barnai Asset Management
State Registrations1 state
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