Barrett Capital Partners offers investment advice and management services, which can be discretionary or non-discretionary, to individuals and employer-sponsored plans. The firm also provides financial planning services for retirement and college planning, and may offer advice on other financial and personal matters. Barrett Capital Partners invests in a wide range of securities and asset classes, including stocks, ETFs, mutual funds, and bonds.
Assets Under Management$45M
Clients105
Advisors2
Avg. per Client$430K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Barrett Capital Partners charges a percentage of your portfolio each year for investment management. The fees range from 0.75% to 1.25% and are negotiable. These fees are charged quarterly, directly from your investment account, at the beginning of each quarter.
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