Jeffrey Lear is a registered investment advisor at Barrett Capital Management,llc, based in Richmond, VA, with 6 years of industry experience. Jeffrey 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
Jeffrey is a Regional Sales Director for Demisto, a cloud security company, since June 2019. This role takes nearly full-time hours, with most of the time spent during security trading hours.
Employment History
Current Registrations
Barrett Capital Management,llc
State Registrations1 state
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