Frequently Asked Questions

  • Our fee structure ensures that our interests are aligned directly with yours.

    First $1 million : 1%

    $1-2 million : 0.85%

    Greater than $2m: 0.75%

    (Per household)

  • Here at Barrett Capital Partners, our “all-in” fee is just 1.09% for a $1 million, balanced portfolio.

    Many other advisers rely heavily on mutual funds that charge fees in addition to the advisory fee. In some cases your “all-in” fee could approach 2%!

    (as of October 2026)

    1. Ongoing review meetings, ensuring nothing slips through the cracks.

    2. Fiduciary investment management, always acting in your best interest.

    3. Financial planning and retirement planning.

    4. Generational planning where appropriate. Working with the next generation is an important step in making the most out of your assets for years to come.

  • We generally have a minimum of $500,000 in investable assets for new households. This minimum may be waived on a case-by-case basis, depending on individual circumstances.