Barnett Capital Advisors offers investment advice and portfolio management, including allocating assets among cash, stocks, mutual funds, and bonds. Services are tailored to each client's financial situation, risk tolerance, and goals. Barnett may refer clients to third-party money managers and is compensated via a fee share. Barnett also provides financial planning services.
Assets Under Management$120M
Clients230
Advisors2
Avg. per Client$530K
Avg. per Advisor$61M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
All advisory fees are negotiable. Assets held by Interactive Brokers have management fees calculated based on an average daily balance and are paid either monthly or quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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