Barnett & Co Review


Trust Score 96%
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Barnett & Co, federally registered in 1984, is a Registered Investment Advisor (RIA) in 22 state(s) with a licensed staff of 6 advisors. Barnett & Co manages $264.1 million and provides investment advisory services for 259 clients (1:44 advisor/client ratio).

Barnett & Co requires a $500,000 minimum investment and charges a blended rate between 1.00% and 0.60% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 44 clients (industry average 1:50)

Considerations


  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $500,000
Minimum Annual Fee $5,000
Average Account AUM $1,019,878
Hybrid Advisor No
Disciplinary History No
Total AUM $264.1 million
Advisor / Client Ratio 1:44
Headquarters Chattanooga, TN
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 1.00%
$1,000,001 to $3,000,000 0.75%
$3,000,001 to $5,000,000 0.70%
$5,000,001 to $10,000,000 0.65%
$10,000,001+ 0.60%


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