Updated November 20, 2023
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Barnett Capital Advisors, LLC

Investment Advisor Firm
Total assets under management$88M
Years in business12+

About Barnett Capital Advisors, LLC

Barnett Capital Advisors LLC is a registered investment advisor (RIA) that prioritizes its clients and aims to deliver high-quality investment advice and portfolio management strategies. The company assists clients in achieving their financial goals through long-term investment strategies. Their services include portfolio management, financial planning, retirement income, and wealth transfer strategies.

As an independent asset management and retirement planning firm, Barnett Capital Advisors is committed to helping retirees live their dream retirement by offering unbiased advice, strategic planning, and intelligent investment strategies. The company begins the financial planning process by conducting a complimentary meeting to assess the client's current situation and determine their financial goals.

The firm's fiduciary financial planners consider all aspects of the client's financial life to develop a customized retirement analysis and plan. They identify strategic opportunities and provide the necessary steps for clients to achieve their desired outcomes.

Barnett Capital Advisors prides itself on providing personalized investment management and strategic wealth planning specific to each client's situation. They strive to be trusted advisors for their clients, offering unbiased opinions designed to yield long-term investment results.

The company is dedicated to supporting, educating, and providing informed direction to clients with the highest trust, integrity, and respect. They approach their work using a collaborative team approach, ensuring that each client receives comprehensive support from their team of professionals. With a wide range of services and a commitment to personalized support, they aim to help clients achieve their financial goals through strategic planning and innovative investment strategies.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Portfolio Management
  2. Financial Planning
  3. Wealth-Transfer Strategies
  4. Retirement Analysis
  5. Strategic Planning
  6. Investment Management
  7. Wealth Planning

More about Barnett Capital Advisors, LLC

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1591132

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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