DS
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
63 clients
Average Client Portfolio
$669K average
Assets Under Management
$42.2M
Fee Structure
Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees may be reduced or waived at the discretion of the Principals.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
You'll pay an annual fee based on the value of your managed assets. The fee is 1.50% on the first $1,500,000, 1.25% on assets from $1,500,001 to $5,000,000, and 1.00% on assets above $5,000,000. For 529 Plan accounts, the annual fee is 0.75%. Fees are deducted quarterly in arrears. The minimum account size is $1,000,000, but this may be waived or reduced at the firm's discretion.
Areas of Practice
Investment ManagementHigh Net Worth
Loading...
Advisor Information
Office location
812 Moorefield Park Drive, Suite 112, Richmond, VA, 23236
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Barrett Capital Management,llc
March 2009 - Present · 16 yrs 10 mos
State Registrations2 states
FLVA
Advisor
Exams
No exam information available for this advisor.