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. 

 

 

 


 


 



SUPERIOR PERFORMANCE

 

CAPITAL PRESERVATION

 

CLEAR DOCUMENTATION

 

INVESTMENT EDUCATION

 

COMPLETE CONFIDENTIALITY