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 $7,500 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.
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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