Barron Financial Group provides continuous investment management, non-discretionary portfolio advisory services, and financial planning for individuals, high net worth clients, trusts, estates, and businesses. Barron Financial Group develops personalized investment policies based on personal discussions regarding each client's goals and risk tolerance. Investment strategies include tactical, strategic, active asset allocation, and capital preservation approaches using fundamental, technical, and modern portfolio theory analysis. Barron Financial Group also offers retirement plan advisory services for employer-sponsored plans. Financial planning covers areas such as personal budgeting, tax and cash flow planning, death and disability analysis, retirement strategies, and investment reviews. Implementation of recommendations is entirely at the client's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Schedule reflects the discretionary Portfolio Management service; non-discretionary Portfolio Advisory service uses a $0 to $100,000 tier at 1.50%.