Barton Financial Group (BFG) offers investment management and financial planning services. BFG develops investment plans based on clients' goals and risk tolerance, primarily investing in stocks, bonds, mutual funds, and ETFs. Financial planning services are offered on an hourly basis or via ongoing engagements (Limited and Premier). BFG may recommend third-party professionals but does not receive compensation from them.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.90% |
| $5M+ | 0.65% |
Financial Planning Clients receive a reduced Investment Management Fee. Limited Financial Planning Clients: $0 - $500,000: 1.00%, $500,001 - $1,500,000: 0.95%, $1,500,001 - $5,000,000: 0.85%, $5,000,001 and Above: 0.60%. Premier Financial Planning Clients: $0 - $500,000: 1.00%, $500,001 - $1,500,000: 0.85%, $1,500,001 - $5,000,000: 0.70%, $5,000,001 and Above: 0.49%.