Bartee Capital Management provides investment advice and financial planning to individuals, trusts, estates, and businesses. The firm creates customized investment plans based on your goals, risk tolerance, and preferences. They offer both discretionary and non-discretionary portfolio management. Financial planning services cover areas like retirement, taxes, and estate planning. Bartee Capital Management may contract with sub-advisers to provide investment advice or to obtain expertise in specific investment areas.
Fee Structure
Bartee Capital Management's fees for managing your investments range from 0.50% to 1.50% per year, depending on your individual needs. These fees cover all funds eligible for equity investment, including temporary cash and money market holdings. Fees are billed quarterly based on the value of your investments on the last business day of the previous quarter.