Barnstone Advisors offers customized investment management and financial planning services. Investment strategies are tailored to individual client needs, considering factors like age, risk tolerance, and time horizon. Financial planning services range from broad-based planning to single-subject consultations. Barnstone may use model portfolios, but individual portfolios will vary based on client circumstances.
Assets Under Management$240M
Clients90
Advisors3
Avg. per Client$2.7M
Avg. per Advisor$80M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable depending on individual client circumstances. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...