Barwick & Partners provides planning and ongoing management services in income tax, investments, business succession, and estate planning, as well as comprehensive wealth management. Barwick & Partners' principal owner also serves as a Named Fiduciary, assuming a specified fiduciary role over certain client entities and assets. Barwick & Partners does not provide compliance services, prepare income tax returns, purchase or sell securities, draft legal documents or provide legal advice, nor do they provide bookkeeping, valuation, or accounting services. They work with clients to engage and hire the best possible providers of each product or service to fit the client’s specific needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.75% |
| $10.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees negotiable for accounts over $100M. For Named Fiduciary clients, combined fees for both Jon Barwick’s Named Fiduciary services and Barwick & Partners’ investment advisory services will usually not exceed 1% of assets.