Real-world Investing for Modern-day Clients

 

From surprising windfalls to unforeseen setbacks, we manage the elements of uncertainty and risk with a flexible approach to financial planning.

 

Choosing Black Barn Financial

Our advisors take the time to help you understand where you are and where you can grow. We keep it simple and show you what’s possible. Working together, we’ll set goals and turn your financial ambitions into a real plan.

Our partnership begins with a one-on-one personal planning meeting. During this session, we take a personalized, in-depth look at your financial past, present and future, asking questions as we go:

  • What are you trying to accomplish?

  • What are your income, expenses, assets and debts?

  • What is the value of your portfolio, including bank accounts, investment accounts, retirement accounts, education accounts and real estate holdings?

Through this discussion, we get the information we need to explore and explain the pros and cons of different investing strategies. This builds the foundation for our continued work together, charting your options and opportunities for financial security and growth throughout your lifetime.

Wealth and Asset Management

Once your financial goals and priorities are set, Black Barn provides ongoing, fee-based asset management services. Through this service, we handle day-to-day management of your investment and individual retirement accounts. 

Fees start at 1.5% of assets under management, with a minimum annual fee of $5,000. For accounts above $500,000, the fee percentage decreases as the size of the account increases. 

Finance and family often go hand in hand, so we are pleased to offer fee savings through the “householding” of multiple family member accounts under our management.

Open-door Policy

We are here to share with you as much, or as little, as you want to know about your accounts under management. Our clients choose between weekly, monthly, quarterly or annual updates on the state of their investments. We are available to discuss any financial questions by email, phone or scheduled visits.

 

Interested in becoming a client? Contact Us and get growing.