Barnhart Investment Advisory offers portfolio and investment management services, as well as investment consulting services like the One Time Strategic Review and Ongoing Investment Consulting. Clients can choose between two investment strategies: the Core Wealth Allocation Model Portfolio and the Global Strategy Model Portfolio, or opt for a customized allocation. The firm also provides consulting services for a set fee based on estimated hours.
Assets Under Management$5.3M
Clients3
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Barnhart Investment Advisory charges a percentage of your portfolio's value each year for investment management.
- For the Core Wealth Allocation strategy or a customized approach, the fee is generally 0.75% per year.
- For the Global Strategy, the fee is generally 1.25% per year.
These fees are negotiable based on your financial situation, the amount you invest, and the complexity of the services. The fee is divided and billed quarterly in advance.
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