Grand Arbor Advisors offers personalized investment management and financial planning for individuals, high net worth families, trusts, estates, charitable organizations, and corporations. Founded in 2009 and managed by David W. Barnett, the firm builds customized portfolios using fundamental analysis, long-term and short-term purchases, and option strategies. Services encompass comprehensive financial planning covering retirement, taxes, insurance, and estate planning. In addition to investment and planning services, David W. Barnett works as an independent insurance agent and is engaged in vocational ministry.
Assets Under Management$12M
Clients40
Advisors1
Avg. per Client$310K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.50% to 2.00% depending on account size and complexity, and are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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