Raymond Hines is a registered investment advisor at Barrett Capital Management,llc, based in Richmond, VA, with 11 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 66 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees may be negotiable. For 529 Plan accounts, the annual fee is 0.75%.
Fee Estimator
Location
812 Moorefield Park Drive, Suite 112, Richmond, VA, 23236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Raymond is the owner and manager of Southern Financial Advisory, LLC, where he consults with businesses on debt financing, capital leases, and business sales. This activity does not involve client referrals between his firm and Barrett Capital Management, LLC and takes minimal time.
Employment History
Current Registrations
Barrett Capital Management,llc
State Registrations1 state
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