Barnett Financial is a fee-only firm — that means we are compensated directly by clients and do not accept commissions or compensation from any other source. In addition to being simple and transparent, our fee structure naturally aligns our interests with yours. You’ll never have to think twice about your financial planner’s motivations — when you succeed, we succeed.
Hourly Financial Planning
Hourly financial planning services are provided at the rate of $200/hour, with an estimate provided in advance.
Ongoing Financial Planning and Investment Management
On an annualized basis, Barnett’s fees for ongoing portfolio management services are based on the following tiered fee schedule:
|Portfolio Tier||Annualized Fee|
Fees are charged on a marginal basis each quarter in arrears. Minimum quarterly fee is $2,500.
The initial, comprehensive financial plan is prepared at the hourly rate of $200 an hour, with an estimate provided in advance.
Barnett Financial does not have an account minimum for ongoing investment management services, but we typically find that such services make the most sense for individuals with investment assets of $1 million or more.