Jeffrey Barnett is a registered investment advisor at Fintegrity, based in Tenafly, NJ, with 7 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 27 clients with $51M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Investment management fees are generally not negotiable. Fintegrity requires a minimum of $1 million to establish a new advisory account. However, Fintegrity retains the right to reduce or waive the management fee and minimum balance requirement on any client account at the sole discretion of the Firm.
Fee Estimator
Location
Tenafly, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fintegrity
State Registrations3 states
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