Barber & Associates is a registered investment advisor that recommends unaffiliated money managers to clients. Barber helps clients establish investment objectives for these managers and provides ongoing monitoring of the client's account and the manager's activities. The client enters into an agreement with the third-party manager, who develops an investment strategy to meet the client's goals. Barber receives a portion of the fee charged by the third-party manager.
Fee Structure
Barber & Associates does not directly manage investments. Instead, Barber recommends third-party money managers to clients. The total annual advisory fee will not exceed 1.25%. A portion of this fee is paid to Barber & Associates, as outlined in the third-party money manager's advisory agreement.