Your story, your needs, and your goals aren't exactly the same as anyone else's. Your financial strategy shouldn't be either.

We have two primary services that clients hire us for: Financial Planning and Investment Management. Choose from one of the packages below to customize your experience with us.

Financial Planning and Investment Management

Jump Start

Jump Start

$99/mo for 3 months, then $33 /mo*

Includes:

  • Client Portal set-up and Access
  • Annual Investment Roadmap
  • One Planning Meeting per year
  • Additional adviser time charged at $230/hour
  • Reduced Investment Manage­ment pricing for accounts up to $500k
  • 529 College Savings plans

+

Investment Amount

Under $500k

1.00%

$500k - $1.5M

1.00%

$1.5M - $5M

0.90%

$5M+

0.70%

Fundamental

Fundamental

$219/mo*

Includes:

  • Client Portal set-up and Acess
  • Annual Investment Roadmap
  • Two to three Planning Meetings per year
  • No additional cost for advisor or staff time
  • Reduced Investment Manage­ment pricing
  • 529 College Savings plans
  • Written Financial Plan delivered yearly
  • Retirement Planning
  • Education Planning
  • Social Security Planning
  • Goal Planning

+

Investment Amount

Under $500k

1.00%

$500k - $1.5M

0.85%

$1.5M - $5M

0.75%

$5M+

0.55%

Premier

Premier

$319/mo*

Includes:

  • Everything in Fundamen­tal plus:
  • Annual preparation of Individual Tax Returns
  • Level 1 Estate Planning documents drafted (i.e. Will, Powers of Attorney)
  • Stock Option Analysis
  • Small Business Exit Strategy Planning
  • Option to increase fee to cover complex Tax Returns or complex Estate Planning document preparation

+

Investment Amount

Under $500k

1.00%

$500k - $1.5M

0.85%

$1.5M - $5M

0.75%

$5M+

0.55%

Financial Planning fees can be charged to the bank account or credit card of your choosing or to your investment portfolio. If you hire us for Financial Planning and we provide specific portfolio management advice then we also charge the Investment Management Fee. * For Fundamental and Premier options, we ask clients to commit to one year at that level before changing to a different plan (upgrade/downgrade) or choosing to stop Financial Planning. For Jumpstart, we ask clients to commit to three months minimum. We reserve the right to allow exceptions due to extenuating circumstances.

Investment Management

Investment Only Clients

Investment Amount

Investment-Only Clients

Under $500k

1.25%

$500k - $1.5M

1.0%

$1.5 - $5M

0.90%

$5M+

0.70%

For Investment Management, we charge a percentage of assets managed with the fee based on the dollar amount under management. Typically the percentage fees are deducted from the investment account. Clients who also hire us for Financial Planning receive a discounted Investment Management Fee.

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Barton Financial Group LLC
107 S. Main St.
Ste. A Kyle,
TX 78640
(512) 686-7589

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