Black Barn Financial, LLC
We are a fee-only, fiduciary firm since 2014. We pride ourselves on connecting with our clients to build a strong relationship of collaboration as we help you define your goals, empower you to reach those goals, and help you refine your plan as time goes on.
In our ongoing Advisory relationship, we offer investment management, financial planning, and a partner who will help you build financial security throughout your lifetime.
The fee for our Advisory Relationship begins at $5,000 per year, with a maximum annual fee of 1.5% of assets under management. Fees decrease as the size of the assets under management increase.
Our Advisors also offer Consulting Services to help you address a pressing financial concern, provide a second opinion on your investment portfolio or design your personal financial goals and objectives and a plan to achieve them.
The fee for our Consulting Services is based on the complexity and scope of the project. The minimum fee is $2,500.