Black Barn Financial is a registered investment advisory firm that manages investment portfolios and provides financial planning services. Their services include asset management, retirement planning, tax planning strategies, and risk management. Financial planning can be provided on an hourly basis, project basis, or as an ongoing retainer arrangement. Black Barn works with individuals, high net worth individuals, trusts, and estates.
Assets Under Management$160M
Clients154
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$41M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. Minimum annual fee of $7,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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