Bartley Financial Advisors offers comprehensive financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Founded in 2000 and based in Bedford, New Hampshire, Bartley Financial Advisors operates as a fee-only firm, meaning they do not sell financial products or earn commissions, ensuring their advice remains objective. Their services cover cash flow management, tax planning, insurance reviews, investment management, education funding, retirement planning, and estate planning. Portfolios are constructed using a mix of mutual funds, exchange-traded funds, stocks, and bonds, tailored to each client's specific goals and risk tolerance through tactical and strategic asset allocation methods. The firm works closely with clients to help them navigate complex financial situations while maintaining control over their assets through discount brokerage custodians.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 are negotiable. Accounts over $5,000,000 have negotiable fee rates. Minimum annual fee of $6,000 applies.
