Barrett & Company, founded in 1928, offers investment advice and services to individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. Barrett analyzes and manages customized investment portfolios based on each client’s goals, considering income needs, liquidity, time horizons, rate of return objectives, tax considerations, risk tolerance, and existing investments. Barrett uses various investment vehicles, including stocks, mutual funds, ETFs, and bonds. The minimum account size is $100,000, but this may be waived.
Assets Under Management$530M
Clients601
Advisors4
Avg. per Client$880K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.75% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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