Barton Advisory Services manages investment portfolios for individuals, retirement plans, trusts, charities, corporations, and small businesses. They work with clients to determine their investment goals and risk tolerance, then create a written investment policy. Barton primarily uses passively managed mutual funds and exchange-traded funds. They may also provide financial planning services, including tax planning, retirement planning, and insurance analysis, at no additional charge.
Assets Under Management$99M
Clients42
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.40% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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