BarbCo Financial (BCOF) offers financial planning and investment advisory services to help clients define their goals and objectives. BCOF assists clients in implementing investment decisions, focusing on low-cost, tax-efficient strategies. They monitor portfolio performance and recommend alternative investments when necessary. Financial planning covers retirement, risk management, estate analysis, and other financial priorities.
Assets Under Management$15M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$15M
Fee Structure
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.50% |
| $2.5M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10.0M - $20.0M | 0.20% |
| $20M+ | 0.10% |
Fees may be negotiated directly with clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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