Barron Financial Group, LLP

Fee-Only (% of Portfolio)Fixed/Hourly

Barron Financial Group (BFG) offers investment management and financial planning services. BFG manages portfolios on a discretionary basis, tailoring strategies to client goals. They also offer non-discretionary portfolio advisory services where clients make the final investment decisions. BFG provides retirement plan advisory services, acting as a limited scope fiduciary to assist plan sponsors. Financial planning services are generally offered to existing portfolio management clients, covering areas like tax, retirement, and estate planning. BFG tailors all services to meet individual client needs.

Assets Under Management$200M
Clients193
Advisors3
Avg. per Client$1M
Avg. per Advisor$66M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $1.0M1.25%
$1M+1.00%

Fees are negotiable based on various criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Advisors at this firm

Barron Financial Group, LLP | TrueAdvisor