WHAT ARE YOUR MANAGEMENT FEES?
We charge 1 percent of the total market value of the assets under management, payable 1/4% quarterly. Example: Per $100,000 account valuation, quarterly fee is $100,000 X 0.0025 or $250.
There is a reduced fee scale for amounts above 1 million and for charitable accounts.
DOES BARROW ASSET HAVE CUSTODY OF OUR ASSETS?
We use an outside custodian to hold client assets.
DO YOU PROVIDE CONSULTING SERVICES IF I USE ANOTHER ADVISER ALREADY?
We do provide consulting and review services in cooperation with the client's broker or bank.
DO WE RECEIVE ANY TYPE OF PERFORMANCE REPORTS?
Every client receives a quarterly evaluation detailing investments, performance, billing, and a discussion of the current investment/ economic environment, as well as a monthly portfolio statement.
HOW CAN I ACCESS YOUR ADV?
Simply visit http://www.adviserinfo.sec.gov/ and type in Barrow Asset Management in the search field. Or call us and we will mail a hard copy.