Paul David Barlow offers investment management and financial planning services to individuals, high net worth individuals, trusts, and businesses. For investment management, Paul David Barlow works with clients to determine their investment objectives and risk profile, creating a written investment policy statement. The firm typically uses no-load mutual funds and ETFs in model portfolios. Financial planning services cover areas like personal finances, education funding, tax and cash flow, death and disability, retirement, and investments. Implementation of any recommendations is at the client's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Factors affecting fee percentages include the size of the account, complexity of asset structures, complexity of the investment allocation strategies, the professionals required to implement the allocation and monitor the accounts, as well as other factors. Fees are negotiable.