Barometer Capital Management's Form ADV discloses negotiable rates, 1.50% on the next $500,000, 1.25% on the next $4 million, and 1.00% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #156409), Barometer Capital Management is subject to fiduciary duty under federal law.
Barometer Capital Management serves 211 high-net-worth clients according to their SEC filing dated April 1, 2026. View client details ↓
According to their SEC Form ADV, Barometer Capital Management offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
Barometer Capital Management manages $737 million in client assets according to their SEC filing dated April 1, 2026.
According to their SEC Form ADV, Barometer Capital Management serves high-net-worth individuals and institutional clients. View client details ↓