Blue Barn Wealth
Assets Under Management
$521.4M
Number of Clients
303
Number of Advisors
11
Average Client AUM
$1.7M
AUM per Advisor
$47.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Blue Barn Wealth provides financial planning and portfolio management services, collectively known as Wealth Management Services, at three levels: Essential, Full-Service, and Premium. They also offer ERISA plan services. Investment strategies are tailored to client goals and objectives, with potential sub-advisor engagement.
Fee Structure
Minimum Investment:$5K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
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Location
370 West Center Street, Orem, UT, 84057
