Overview

Headquarters
Providence, RI
Total Firm Assets
$530 million
Average High-Net-Worth Client Portfolio Size
$2.2 million
Stated Minimum Account Size
$100,000

Fee Disclosure

Source: BARRETT AND COMPANY BROCHURE (2026-03-06) · View brochure text

MinMaxDisclosed Annual Rate
$0 $100,000 2.25%
$100,001 $500,000 2.00%
$500,001 $1,000,000 1.75%
$1,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $19,000 1.90%
$5 million Negotiable Negotiable
$10 million Negotiable Negotiable
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
56.77%
Number of High-Net-Worth Clients
139
Total Client Accounts
1,091
Discretionary Accounts
979
Non-Discretionary Accounts
112

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number
1175

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

Related Resources

Find Similar Advisors

Browse RI advisors

Learn About Fees

How advisor fees work and what to expect

Compare Top Firms

Forbes and Barron's rankings of leading RIAs

Advisor Selection Guide

Understanding advisor types and credentials