WB
CFA
WB
CFA
Warren Barnett is a CFA-designated registered investment advisor at Barnett & CO INC, based in Chattanooga, TN, with 18 years of industry experience. Warren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 116 clients with $140M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
116 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$142.0M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fees may be subject to negotiation in limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1300 Broad Street, Suite 303, Chattanooga, TN, 37402-4476
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2009Settled
Employment History
Current Registrations
Barnett & CO INC
September 2007 - Present · 18 yrs 8 mos
State Registrations2 states
TNTX
Advisor
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
No exam information available for this advisor.