Barrack Yard Advisors offers wealth management services, including financial planning and investment management, to individuals, high net worth individuals, trusts, and estates. Barrack Yard manages investments using a long-only strategy, focusing on publicly-traded individual securities. The firm aims to compound investors’ money in real terms over time. Financial planning services cover areas like retirement, personal savings, and education savings.
Assets Under Management$67M
Clients26
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Wealth Management fees range from 0.40% to 1.00% annually depending on the size and complexity of the Client relationship. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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