Assets Under Management
$42.2M
Number of Clients
63
Number of Advisors
5
Average Client AUM
$669K
AUM per Advisor
$8.4M
Compensation
Fee-Only (AUM)
Barrett Capital provides fee-based asset management, monitoring client portfolios to reduce volatility through diversification. They customize services based on client needs, using questionnaires and an Investment Policy Statement. The firm does not sell commissioned products or receive referral fees. They use a proprietary Global AI methodology to guide asset allocation decisions.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Barrett Capital, in its sole discretion, may charge a lesser investment advisory fee than that reflected in the above fee schedule based upon certain criteria.
812 Moorefield Park Drive, Suite 112, Richmond, VA, 23236