Blue Barn Wealth
Assets Under Management
$317.1M
Number of Clients
233
Number of Advisors
11
Avg. Portfolio per Client
$1.4M
Avg. Managed per Advisor
$28.8M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
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.
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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Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
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Location
370 West Center Street, Orem, UT, 84057