Barbara S. Gault provides financial planning and investment management services to individuals, families, and small businesses. She advises on retirement planning, tax, investment, estate planning, education planning, and insurance matters. Barbara S. Gault focuses on creating comprehensive financial plans to understand clients' risk tolerance and goals, then uses low-cost mutual funds and ETFs to implement the plan.
Assets Under Management$16M
Clients15
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Barbara S. Gault's fee for managing your investments ranges from 1% to 2% per year of the value of your portfolio. The exact fee is negotiated with each client based on the size of the account and the complexity of the services. Fees are billed at the end of each quarter.
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