Barnhart Wealth Management (BWM) manages investment portfolios based on individual client needs and goals. BWM offers financial planning services covering business planning, cash flow and debt management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax return preparation. BWM may use third-party managers for portfolio management. BWM also partners with Absolute Capital to manage certain held-away assets.
Assets Under Management$75M
Clients125
Advisors2
Avg. per Client$600K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.40% |
Clients may pay additional fees to Outside Managers used by BWM.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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