Siria Daniela Terry

Blue Barn Wealth

1 Year of Experience

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Firm Information

Blue Barn Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

11 advisors

Number of Clients

303 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$521.4M

Fee Structure

Minimum Investment:$5K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $4.0M	0.75%
$4.0M - $10.0M	0.50%
$10M+	0.25%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$100 - $24,000

Hourly Rate:Up to $300/hr

Blue Barn Wealth charges an annual fee based on your portfolio size (see rates in table). Clients with less than $180,000 in assets may also be required to pay a financial planning fee in addition to the AUM fee. Financial planning services are also available on an hourly basis at up to $300/hour. Ongoing financial planning services include an initial fee ranging from $100-$2,000 and an annual fee ranging from $1,800 to $24,000.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingCharitable Giving

Advisor Information

Office location

370 West Center Street, Orem, UT, 84057

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Regulatory 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.