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About BARNETT CAPITAL MANAGEMENT, LLC
How does the advisor help clients – Key Takeaways:
Barnett Capital Management, LLC is a financial advisory firm that specializes in helping clients achieve their financial goals. The firm offers a range of services, including investment management, financial planning, and retirement planning. The team of experts at Barnett Capital Management, LLC are dedicated to providing their clients with personalized and comprehensive financial solutions.
Here are the key takeaways on how the advisor helps its clients:
- Provides personalized and comprehensive financial solutions.
- Specializes in investment management, financial planning, and retirement planning.
- Dedicated team of experts with years of experience in the financial industry.
Facts and Insights:
Barnett Capital Management, LLC is a registered investment advisory firm that was founded in 2002. It is based in Boston, Massachusetts and has offices in multiple locations across the United States. The firm serves a wide range of clients, from individuals and families to small businesses and institutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million (as of 2021) |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Founded in 2002 |
Financial Services Offered:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
Barnett Capital Management, LLC serves a diverse group of clients, including individuals, families, small businesses, and institutions. The firm tailors its services to meet the unique needs of each client, whether they are looking to grow their wealth, plan for retirement, or protect their assets.
Fees & Compensation:
At Barnett Capital Management, LLC, fees are based on a percentage of the assets under management. The firm’s fee structure is designed to align the advisor’s interests with those of their clients, as they only earn more if the client’s portfolio grows. The specific fee amount is determined based on the client’s financial situation and investment objectives.
Background:
Barnett Capital Management, LLC was founded by John Barnett, who has been working in the financial industry for over 20 years. He has a wealth of experience in investment management and is dedicated to helping his clients achieve their financial goals. The firm’s team of experts has a diverse set of skills and backgrounds, allowing them to provide comprehensive and customized financial solutions to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, Barnett Capital Management, LLC is required to disclose any potential conflicts of interest that may arise in its client relationships. These disclosures can be found in the firm’s Form ADV, which is available to the public on the Securities and Exchange Commission’s website.