Blue Barn Wealth Fees & Minimum

Overview

Headquarters: Orem, UT
Total Firm Assets: $317 million
Average High-Net-Worth Client Portfolio Size: $5.4 million
Stated Minimum Account Size: $5,000

Fee Disclosure

Source: ADV PART 2A - BLUE BARN WEALTH (2026-02-17) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$4,000,000	0.75%
$4,000,001	$10,000,000	0.50%
$10,000,001	and above	0.25%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$37,500	0.75%
$10 million	$62,500	0.62%
$50 million	$162,500	0.32%
$100 million	$287,500	0.29%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 77.64%
Number of High-Net-Worth Clients: 46
Total Client Accounts: 681
Discretionary Accounts: 674
Non-Discretionary Accounts: 7

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 107202

ADV PART 2A - BLUE BARN WEALTH (2026-02-17) (fee schedule source) · View brochure text

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

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