Barrett Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$21,369,377
Clients
79
Advisors
1
of 1 employees
About
Barrett Wealth Management provides investment management and goals-based financial planning to individuals, high-net-worth individuals, trusts and estates, as well as to charitable organizations and pension or profit-sharing plans. Services include discretionary portfolio management, retirement plan advice, pension consulting and tailored financial plans that address retirement, tax, estate and cash flow considerations.
The firm follows a long-term, value-oriented investment approach that emphasizes minimizing fund and transaction expenses and generally invests in ETFs, mutual funds, equities, bonds, REITs and insurance products including annuities. Portfolio construction begins with an assessment of clients’ risk tolerance, time horizon, cash flow needs and tax considerations, and most accounts are managed on a discretionary basis under a limited power of attorney.
Compared with many independent advisers, Barrett’s client mix and service set are notable for including charitable organization accounts and pension/profit-sharing plan clients, and for explicitly offering pension consulting and retirement-plan rollover guidance. The firm requires clients to use its recommended custodian, reports no receipt of soft-dollar benefits or performance-based fees, and provides financial planning alongside investment management without separate hourly charges.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.5% per annum $1,000,001 - $2,000,000: 1.0% per annum $2,000,001+: 0.5% per annum
Account minimum: $100,000 Fee-only: Investment management fees are the only fees charged; no additional fees for financial planning services and no commissions or performance-based fees.
Main office
70 Linden Oaks, 3rd Floor
Rochester NY 14625
Advisors at this office
1
Most active in
New York
Also doing business as
Barrett Capital Management, Inc. · Barrett Wealth Management
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
Quick links
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