Barrister Wealth Management offers financial planning, investment advice, insurance consulting, and retirement plan services. Financial planning covers investments, insurance, education funding, budgeting, estate planning, and tax strategies. Investment advisory services are typically discretionary, meaning Barrister makes investment decisions without prior client approval, though clients can make deposits or withdrawals at any time. Barrister uses Exchange Traded Funds, but may also use Mutual Funds, Equities, Bonds and other securities. Barrister also provides insurance recommendations and retirement plan consulting.
Assets Under Management$82M
Clients102
Advisors1
Avg. per Client$800K
Avg. per Advisor$82M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for accounts above $10,000,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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