Bartley Financial Advisors, LLC
Assets Under Management
$140.0M
Number of Clients
96
Number of Advisors
1
Average Client AUM
$1.5M
AUM per Advisor
$140.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bartley Financial Advisors provides personalized financial planning and investment management services. Advice covers financial objectives, cash flow, tax planning, insurance, education, retirement, and estate planning. They are a fee-only firm and do not sell commissioned products.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees for over $5,000,000 are quoted. Current client relationships exist where the fees are higher or lower than the fee schedule. The investment management fees charged can be higher than the schedule noted above due to the size or complexity of a new client’s situation. The fees charged would not exceed 2% per year.
Fee Estimator
Areas of Practice
Location
169 South River Road, Suite 17, Bedford, NH, 03110
