Barrett Capital Management,llc
Assets Under Management
$42.2M
Number of Clients
63
Number of Advisors
5
Average Client AUM
$669K
AUM per Advisor
$8.4M
Compensation
Fee-Only (AUM)
About This Firm
Barrett Capital Management provides fee-based asset management with ongoing monitoring of client portfolios. They customize services using questionnaires and an Investment Policy Statement. The firm uses a proprietary Global AI methodology to analyze data and guide asset allocation decisions. They do not sell commissioned products.
Fee Structure
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
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
Location
812 Moorefield Park Drive, Suite 112, Richmond, VA, 23236