Barnett Investment Counsel, LLC offers personalized investment management services to individuals and small businesses. The firm designs portfolios to meet specific investment goals determined in consultation with each client. Barnett Investment Counsel reviews portfolios at least monthly and makes adjustments as needed. For clients who do not have assets managed by Barnett Investment Counsel, the firm offers investment advice on an hourly basis.
Assets Under Management$7M
Clients35
Advisors1
Avg. per Client$200K
Avg. per Advisor$7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable under special circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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