Why Barrett Capital
The difference, stated plainly.
How we’re paid, how decisions are made, who you work with, and where your assets are held. No inference required.
How we’re different
Fee-only and fiduciary
We receive no commissions and no referral compensation. Our fees are transparent: we explain exactly how they’re calculated before you commit, with nothing hidden. As fiduciaries, we’re obligated to act in your best interest.
Planning and investing, together
Tax, estate, retirement, and portfolio decisions are one conversation, not separate silos.
A disciplined process
Global AI® brings systematic, risk-aware decision-making to every allocation, overseen by experienced professionals.
Personal attention
Meet our team and establish a personal connection before you make a decision.
Independent advice
No parent-company products to distribute and no sales quotas. Recommendations are built for you.
Coordinated with your professionals
We work alongside your CPA and attorney, bringing a portfolio-level view to their work.
Two ways advice can work.
| Topic | The Barrett Capital approach | A common industry approach |
|---|---|---|
| Compensation | Fee-only: our fee is our only compensation | May include commissions or product-related payments |
| Standard of care | Fiduciary | Can vary by account and product |
| Planning and investing | One integrated relationship | Often handled separately |
| Investment decisions | Systematic Global AI® process with professional oversight | May rely on individual judgment |
| Who you work with | A team you know | Varies |
The first step is a conversation.
Tell us what’s on your mind. We listen, ask insightful questions, and tell you plainly whether we’re the right fit.