Barnett Capital Management (BCM) works with clients to help them achieve their investment goals. BCM learns about each client's risk tolerance, financial situation, and time horizon. BCM primarily uses asset allocation and index funds, but also manages portfolios with individual stocks. BCM researches all recommended securities to ensure they are appropriate for clients. BCM can also incorporate client restrictions on certain types of investments.
Assets Under Management$28M
Clients13
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$28M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.60% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.30% |
BCM retains the right to offer clients modified billing periods or rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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