Barnett & Company provides ongoing investment portfolio management based on each client's goals, risk tolerance, and time horizon. They invest in publicly traded securities, including stocks, bonds, and ETFs. Barnett & Company also offers financial planning and consulting services, which include advice and a written financial plan to help clients achieve their financial goals. The firm also provides education-only services to employer-sponsored retirement plans.
Assets Under Management$140M
Clients116
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$47M
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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