Barrett Wealth Connection (BWC) offers wealth management services tailored to individual client goals, including investment strategy, asset allocation, and risk management. BWC also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt. BWC may also provide educational seminars. BWC uses Focus Partners Wealth for trade processing, fee collection, and other services.
Assets Under Management$150M
Clients177
Advisors2
Avg. per Client$840K
Avg. per Advisor$74M
Fee Structure
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for accounts over $5,000,000. There is an account minimum fee of $625 per quarter, which may be waived.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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