Blue Barn Wealth offers financial planning and investment management services, which they call Wealth Management Services. These services are offered at three levels: Essential, Full-Service, and Premium, based on your needs and assets. They also provide financial planning services covering cash flow, debt management, risk management, retirement, education, estate, and tax planning. Blue Barn Wealth manages investment portfolios on a discretionary basis and may hire sub-advisors.
Assets Under Management$320M
Clients233
Advisors8
Avg. per Client$1.4M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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