Barrett Capital Partners

RIASEC Registered

Total AUM

$45.3M

Discretionary

$44.4M

98% of AUM

Avg account

$212K

Accounts

213

Employees

Advisory reps

Firm details

Headquarters: Weymouth, Massachusetts
CRD number: 314619
Website: www.barrettcapitalpartners.com
Custodians: INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals58.31%
HNWI41.28%
Pension & Profit Sharing Plans0.41%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Barrett Capital Partners operates as an independent RIA structured as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional accounts, and combines investment advisory with insurance brokerage activity. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are mixed — percentage of assets under management, hourly charges, and fixed fees are all used. The firm is not marked as an active ESG investor, does not function as a capital allocator, and is not identified as a multi-state adviser.