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Frequently Asked Questions

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Are you a fiduciary on the entire client relationship or just certain accounts?
As an independent, fee-only Registered Investment Advisor, we are a fiduciary in every aspect of the client relationship.
Are you legally obligated to act as my fiduciary at all times?
Yes.
Are you fee-only or fee-based?

We are a fee-only advisor, which means we are compensated solely by the client. In addition, our fees are never contingent upon any investment recommendations or transactions that we make.

This is very different from fee-based brokers and advisors, who can be paid by third parties and whose compensation may vary depending on the financial products that they sell.

What conflicts of interest do you have?
None. We work for you, and only you.
Can you sell products for a commission?
No. We do not sell any products or accept commissions.
How long have you been in business as a Registered Investment Advisor?
Barrett Wealth Management was founded in 2003.

Contact Us

Don't hesitate to get in touch with us for a complimentary consultation.
We would love the opportunity to get to know you and collectively determine if we're a good fit for one another.

Phone: 585-383-5555
Fax: 800-959-5307

Email: info@barrettwm.com

70 Linden Oaks, 3rd Floor, Rochester, NY 14625

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Securities offered through Charles Schwab & Co., Inc., Member FINRA/SIPC.

Investment advisory services offered through Barrett Wealth Management, a Registered Investment Advisor.
Charles Schwab and Barrett Wealth Management are independent, non-affiliated entities.

This site is for informational purposes only and does not constitute personalized investment advice. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

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