Barlow Wealth Partners offers investment management and financial planning services to individuals, high net worth individuals, family offices, trusts, estates, private foundations, charities, small businesses, and pension and retirement plans. Investment management is offered on a discretionary or non-discretionary basis. Financial planning covers cash flow analysis, investment planning, retirement planning, estate planning, and education savings.
Fee Structure
Barlow Wealth Partners manages investment portfolios for clients, primarily investing in individual company stocks and, to a lesser extent, bonds. The firm uses a wrap fee program where clients pay a single fee based on a percentage of their portfolio, covering investment advice, custody, and transaction costs. The annual advisory fee ranges from 0.60% to 1.00% of the portfolio value, paid monthly. Fees are negotiable and can vary based on the size of the client relationship, complexity of strategies, and other factors.