Jeffrey Lear is a registered investment advisor at Barrett Capital Management,llc, based in Midlothian, VA, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 66 clients with $48M 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 $1.5M | 1.50% |
| $1.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable at the firm's discretion based on factors such as anticipated future assets and total relationship size. 529 college savings plan accounts are charged a separate annual rate of 0.75%.
Fee Estimator
Location
Midlothian, VA
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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 →Other Business Activities
Jeffrey is a Regional Sales Director for Demisto, a cloud security company, since June 2019. This role takes nearly full-time hours, with most of the time spent during security trading hours.
Employment History
Current Registrations
Barrett Capital Management,llc
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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