Black Barn Financial is an Austin-based registered investment advisor that provides continuous investment management and ongoing financial planning services under a unified, asset-based fee. The firm helps clients understand their overall financial situation, establish objectives, and build customized investment strategies using stocks, bonds, exchange-traded funds, mutual funds, real estate investment trusts, and options. Black Barn Financial also integrates environmental, social, and governance preferences upon request. For clients who prefer to maintain trading control, the firm offers financial planning on a monthly retainer basis or through hourly consulting. Black Barn Financial works primarily with individuals, high-net-worth individuals, trusts, estates, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $25.0M | 0.65% |
| $25M+ | 0.35% |
Fees are negotiable and billed quarterly in advance. The minimum annual fee is $7,500.
