Barton Investment Management provides ongoing investment management services to individuals, high net worth individuals, pension and profit-sharing plans, and charities. Barton manages accounts on a discretionary basis, tailoring investment strategies to each client's objectives. Barton also offers portfolio monitoring services. Barton also provides investment advice to sponsors of ERISA retirement plans.
Assets Under Management$980M
Clients94
Advisors5
Avg. per Client$10M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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