Facts and Insights
BARNETT INVESTMENT COUNSEL, LLC is a leading financial advisory firm that has been helping clients achieve their financial goals for over 25 years. The firm is known for its expertise in wealth management, investment counseling, and financial planning. With a team of highly knowledgeable and experienced financial advisors, BARNETT INVESTMENT COUNSEL, LLC is committed to providing personalized and tailored financial solutions to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (AUM) |
|---|---|---|
| 1995 | 10 | $500 million |
The firm’s impressive AUM and experienced team of advisors are a testament to BARNETT INVESTMENT COUNSEL, LLC’s success in managing and growing its clients’ assets.
Financial Services Offered
- Wealth Management
- Investment Counseling
- Financial Planning
- Risk Management
- Estate Planning
- Retirement Planning
- Education Planning
Client Types
BARNETT INVESTMENT COUNSEL, LLC serves a diverse range of clients, including high net worth individuals, families, and businesses. With its personalized approach to financial planning, the firm is able to cater to the unique needs and goals of each client.
Fees & Compensation
The fees and compensation structure at BARNETT INVESTMENT COUNSEL, LLC are designed to align with the best interests of its clients. The firm charges clients a percentage of their AUM, which means that its advisors’ incentives are directly tied to the performance of clients’ portfolios. This fee-only structure ensures that the firm is focused on helping clients achieve their financial goals rather than generating commissions for its advisors.
Background
BARNETT INVESTMENT COUNSEL, LLC was founded in 1995 by John Barnett with a vision to provide top-quality financial services to clients. John’s extensive experience in the financial industry, combined with his dedication to helping clients realize their financial potential, has led the firm to become one of the most reputable and successful financial advisory firms in the industry.
Financial Advisor Disclosures to Know
BARNETT INVESTMENT COUNSEL, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As an SEC-registered firm, the firm is held to a fiduciary standard, meaning that it is legally obligated to act in the best interests of its clients at all times. In addition, the firm’s advisors have no disciplinary history or disclosures to report, ensuring that clients can trust the integrity and professionalism of BARNETT INVESTMENT COUNSEL, LLC.