Investment Advisory
We believe that low-cost portfolios, diversified across asset classes and geographies, give you the best chance to grow your wealth long-term. Our process begins by accurately identifying your ideal timeline and risk tolerance. From there, we’ll develop an investment portfolio that aligns with your risk profile and financial goals. Finally, we actively monitor portfolio allocations and make adjustments when necessary, accounting for market dynamics and target weightings.
At Barrister we manage client’s assets using custom ETF model portfolios. For clients with portfolios of $250,000 or more, financial planning services are included at no additional cost.
Assets under management
Fees
$0 - $2,500,000
1.00%
$2,500,000 - $5,000,000
.85%
$5,000,000 - $7,500,000
.70%
$7,500,000 and above
.60%
Our fiduciaries are always happy to help. Reach out to us today to turn your dreams into reality.
Contact us