Barrett Capital Management provides investment advisory services through fee-based asset management. They monitor client portfolios and diversify investments to reduce volatility. The firm customizes services based on client needs, using questionnaires and an Investment Policy Statement to define investment goals. Barrett Capital does not sell insurance or receive commissions. They may recommend other professionals like attorneys or accountants, but clients are not obligated to use them.
Assets Under Management$48M
Clients66
Advisors5
Avg. per Client$730K
Avg. per Advisor$9.6M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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