Barrington Asset Management manages investment portfolios for clients, offering both discretionary and non-discretionary management. They evaluate a client's financial situation and risk tolerance to tailor investment recommendations. Barrington invests in equity securities, mutual funds, exchange-traded funds (ETFs), stock options, investment limited partnerships, and bonds. They monitor client accounts regularly and offer several investment programs driven by model portfolios, including Managed Equity Portfolio, Asset Allocation Portfolio, Enterprise Portfolio, and Capital Preservation Plus Portfolio. Custom Managed Portfolios are also available.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees and minimum account sizes may be negotiable under certain circumstances. Discounts may be offered to family members and friends of associated persons of the firm.