Barnes & Company Investment Counsel, LLC
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About
Barnes & Company Investment Counsel is a small, independent registered investment adviser that serves individual clients and other entities, managing discretionary portfolios alongside standalone financial planning and consulting engagements; the firm reports roughly $44 million in discretionary assets across a limited client roster. In addition to traditional portfolio management, it offers services to employer‑sponsored retirement plan accounts through an order‑management approach and provides written financial plans and periodic plan updates as part of its client work.
The firm builds customized portfolios based on each client’s goals, time horizon, and risk tolerance and primarily advises on ETFs, ETNs, individual equities, and fixed‑income securities using a mix of fundamental, technical, and modern portfolio theory techniques. Portfolios are generally managed on a discretionary basis with ongoing monitoring and regular quarterly and annual reviews, and the firm may employ short‑term trading or margin strategies when deemed suitable for a client’s objectives.
What is noteworthy relative to many peers is that the firm occasionally charges performance‑based fees for eligible clients and operates accounts that are subject to both performance and asset‑based fee arrangements, creating side‑by‑side management considerations the firm says it monitors through internal policies. The firm also conducts paid educational seminars and speaking engagements—services that are uncommon among similar independent advisers—and its principal maintains an insurance license and other business interests, all of which are disclosed and addressed as potential conflicts in the brochure.
Client services
Expertise
Fee options
Financial planning fixed fees generally range from $2,500 to $7,500; educational seminars/workshops flat fees range from $1,250 to $5,000; speaking engagements fixed fees range from $2,500 to $7,500
Commissions earned by licensed insurance agents for insurance product sales, separate from advisory fees
Financial planning and consulting services charged at $1,000 per hour, negotiable
Performance fee of 20% of new net profits for qualified clients, with management fee not exceeding 2% per annum
Account minimum: $250,000 Minimum fee: Minimum annual fee of $1,250 for portfolio management accounts, may be waived at firm's discretion
Main office
1901 Avenue of the Stars, Suite 200
Los Angeles CA 90067
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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