Barnstone Advisors is a registered investment advisor based in Phoenixville, Pennsylvania, providing discretionary portfolio management and financial planning services. Barnstone Advisors customizes investment strategies based on each client's unique financial situation, risk tolerance, and goals, utilizing model portfolios, individual equities, exchange-traded funds, mutual funds, and fixed-income securities. Unless otherwise instructed, investment management engagements include the development of a comprehensive financial plan analyzing all known financial assets and liabilities. Barnstone Advisors also offers standalone financial planning and consulting services on an hourly basis. The firm serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations, operating under a fiduciary duty to act in its clients' best interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee is up to 1.00% of assets under management, billed quarterly in arrears. Fees are negotiable based on individual client circumstances.