E.S. Barr & Company offers investment management services on a discretionary basis. They focus on delivering strong investment returns while protecting your money. They discuss your financial situation, goals, and risk tolerance to create a suitable investment plan. Client accounts are managed separately, and clients can request restrictions on certain investments.
Assets Under Management$2B
Clients431
Advisors3
Avg. per Client$4.6M
Avg. per Advisor$660M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
For accounts less than $500,000, the fee is 1.25%. Fees are generally not negotiable, though E.S. Barr & Company retains discretion to vary the schedule under circumstances it deems fit.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...