Fees

Barnett Financial is compensated directly by its clients and does not accept commissions or compensation from any other source.

Barnett Financial’s professional services are as follows:

Wealth Management: Initial financial plan prepared at the hourly rate of $200 an hour, with an estimate provided in advance. Ongoing financial planning and investment management services are provided at the following (annual) rates:

Total Investment Assets	Marginal Rate
< $750,000	1%
$750,001 - $2,000,000	3/4%
$2,000,001 - $5,000,000	1/2%
> $5,000,000	1/4%

Retainer fees are charged on a marginal basis each quarter in arrears.

Hourly Financial Planning: Closed to new clients.