Programs & Pricing

Customized Payment Structures

Barrister believes that quality financial planning and guidance should be accessible to every individual and institution. We offer several different programs and payment structures to accommodate every person we work with.

Our team will work closely with you to help you select the best plan for your needs.

Investment Advisory Fee Schedule

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


$0 - $2,500,000


$2,500,000 - $5,000,000


$5,000,000 - $7,500,000


$7,500,000 and above


Financial Planning Programs

Our retainer program is for those that prefer to manage their own assets or own assets that Barrister cannot manage.

The Foundation

This package is intended for individuals typically ages 25-40 who are just getting started on their financial journey and have a negative or minimal net worth. Services include but are not limited to budgeting and cash flow management, debt management, savings and emergency fund planning, goal setting, and basic investment education.


Building & Accumulating

This package is built for individuals and families, typically between their 30s and 50s, who are looking to build their assets, accumulate wealth, save for retirement, and achieve long-term financial growth. Services include but are not limited to investment advisory, retirement planning, tax planning, and risk management.


Spending & Distributing

This package is designed for individuals who are approaching retirement or are already retired, usually in the age range of 55 and above, with a focus on managing assets, spending in retirement, and distributing their wealth efficiently. Services include but are not limited to retirement income planning, tax-efficient withdrawals, investment portfolio management, and long-term care and estate planning.


Take the First Step Toward a Brighter Financial Future

Our fiduciaries are always happy to help. Reach out to us today to turn your dreams into reality.

Contact us

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