BARR Financial Services offers financial planning and wealth management, guiding clients through the financial landscape to make informed decisions. BARR's team collaborates to offer comprehensive financial plans covering investment management, tax, retirement, risk, cash flow, family, distribution, and estate planning. BARR also offers business planning services.
Assets Under Management$270M
Clients253
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$130M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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