Barnes Pettey Financial Advisors offers personalized investment consulting, financial planning, and investment management services to individuals, high net worth individuals, and entities. Financial planning covers areas like cash flow, estate taxes, education, insurance, and retirement. Barnes Pettey also provides consulting services to retirement plans. The firm may recommend unaffiliated money managers, with separate agreements and fees.
Assets Under Management$1.1B
Clients2,310
Advisors8
Avg. per Client$490K
Avg. per Advisor$140M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Barnes Pettey’s policy is to include all related client accounts, specifically the accounts of direct family members sharing the same residence address and can include others that are “householded” for purposes of determining a client’s market value of assets.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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