Advisor at Barnett Capital Management, LLC
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Firm
Barnett Capital Management, LLC
Location
Austin, TX
Credentials
Series 65
Industry experience
19 years
Charles Barnett is the sole advisor at Barnett Capital Management, LLC in Austin, TX, holding a Series 65 designation with 19 years of industry experience. He has led Barnett Capital Management since 2006. The firm provides investment advice and portfolio management primarily to individuals and families, focusing on asset allocation and index funds while accommodating client preferences for individual securities and holding restrictions. Barnett Capital Management employs a top-down, asset-class diversification approach that incorporates macroeconomic factors and offers both discretionary and non-discretionary arrangements, with most assets managed non-discretionarily to involve clients actively in trading decisions.
Based on Barnett Capital Management, LLC
$0 - $10,000,000: 0.15% per quarter (0.60% annually) $10,000,000 - $50,000,000: 0.125% per quarter (0.50% annually) $50,000,000+: 0.075% per quarter (0.30% annually)
Fee-only: No commissions; only advisory fees charged directly to clients.
Austin, TX
Illinois · Texas
Barnett Capital Management, LLC
2006 - Present (20 years)
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They provide trust and estate administration services, typically for separate fees.
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They facilitate real estate transactions and may earn commissions.
Other specialized services
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