The Baran James Company offers personalized investment advice and financial planning to individuals, pension plans, trusts, estates, charities, corporations, and other entities. Services include financial planning, portfolio management, investment consulting for retirement plans, and selecting other advisors. Baran James acts as a fiduciary, prioritizing client interests and adhering to impartial conduct standards.
Assets Under Management$91M
Clients195
Advisors1
Avg. per Client$460K
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Baran James charges a fee based on the value of your investments. The fee ranges from 0.75% to 1.5% per year, depending on the investment strategy and the size of your account. The average fee is about 1% per year. Fees are paid quarterly in advance.
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