Advisor at Northrock Partners, LLC
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Samantha Barrett is a financial advisor at NorthRock Partners, LLC with a Series 66 designation and over six years of experience in the financial services industry. Her prior roles include positions at Ameriprise Financial Services, Inc., WGG Wealth Partners, and SCF Securities, INC. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee wealth management program that includes financial planning, portfolio management, and retirement plan consulting. The firm employs a holistic, asset-allocation driven approach emphasizing diversification and the use of independent managers, supported by operational ties to accounting and tax professionals as well as licensed insurance agents.
Based on Northrock Partners, LLC
Investment consulting to participant directed retirement plans may be charged flat fees from $500 to $10,000 depending on scope of service
$0 - / unspecified: 0.50% - 1.25% per annum (Program Fee varies by size, nature, and complexity) Assets custodied at Schwab and Fidelity managed directly by Firm - / unspecified: 0.75% - 1.50% per annum (includes 0.25% to cover brokerage and servicing costs)
Performance fees charged related to pooled investment funds, varying between 0.85% - 1.10% per annum, potentially resulting in total fees up to 1.5% - 2.35% per annum; may charge performance-based fees in future
Minimum fee: Minimum Program Fee of $5,000 per year, waivable at Firm's discretion Fee-only: Fixed negotiated rates or combination of fixed and asset-based fees (Program Fee)
3741 Douglas Blvd Ste 290
Roseville, CA 95661
California
NorthRock Partners, LLC
2025 - Present (1 year)
WGG Wealth Partners
2024 - 2025 (1 year)
Ameriprise Financial Services, Inc.
2019 - 2024 (5 years)
SCF Securities, INC.
2018 - 2019 (1 year)
Gateway Financial Group
2017 - 2019 (2 years)
UnEMPLOYED
2017 - 2017 (1 year)
BJU, IN
2017 - 2017 (1 year)
BJU EDU Group
2017 - 2017 (1 year)
BJU
2016 - 2016 (1 year)
STARBUCKS
2015 - 2016 (1 year)
Christian Life Academy
2014 - 2016 (2 years)
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Is active or affiliated with:
Insurance agent
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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