Blue Barn Wealth
Assets Under Management
$521.4M
Number of Clients
303
Number of Advisors
11
Average Client AUM
$1.7M
AUM per Advisor
$47.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Blue Barn Wealth offers financial planning and portfolio management services at three levels: Essential, Full-Service, and Premium. They provide financial plans covering cash flow, debt management, risk management, retirement, education, estate, and tax planning. They also offer ongoing consultations and discretionary portfolio management, potentially using sub-advisors.
Fee Structure
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
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.
Areas of Practice
Location
370 West Center Street, Orem, UT, 84057
