Bartley Financial Advisors (BFA) offers personalized financial planning and investment management. BFA helps clients with financial goal setting, problem identification, cash flow, tax, insurance, investment, education, retirement, and estate planning. BFA is a fee-only firm and does not sell financial products or receive commissions. Investment advice is provided and discussed with clients, who maintain asset control. BFA manages investments through a limited power of attorney.
Assets Under Management$140M
Clients96
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Investment management fees charged can be higher than the schedule noted above, but would not exceed 2% per year. Minimum annual fee is $5,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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