Barrett Wealth Management offers investment management services where they evaluate your financial situation and create a portfolio based on your risk tolerance, time horizon, and cash flow needs. They manage most portfolios with the authority to make trades without asking you first, but can also make recommendations that you approve. They also offer financial planning covering investments, retirement, college, insurance, social security, taxes, estate planning, and debt/credit.
Assets Under Management$23M
Clients88
Advisors1
Avg. per Client$260K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.50% |
Investment management fees are negotiable depending upon the specific nature of services to be rendered, the complexity of the case and/or the value of the assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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