Barnes & Company Investment Counsel, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Barnes & Company Investment Counsel provides investment advice and portfolio management tailored to individual client needs. They also offer financial planning and consulting services to help clients manage their overall financial affairs. Barnes & Company may provide complimentary or reduced-cost financial planning services to portfolio management clients.

Assets Under Management$44M
Clients47
Advisors1
Avg. per Client$940K
Avg. per Advisor$44M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,250

Barnes & Company's fees for managing your investments are based on a percentage of the assets in your account. This fee is negotiable and typically ranges from 1% to 3% per year. The specific fee is determined by factors like the complexity of your assets, the investment strategy, and the amount of assets managed. Fees are billed quarterly. In some cases, a performance-based fee may also apply, but the management fee will not exceed 2% per year.

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Location

1 Advisors at this firm