Barnett & Co Inc

Barnett & Company Inc. is a financial advisor firm established in 1983 by Warren M. Barnett, CFA, located in Chattanooga, TN. The firm specializes in wealth and asset management services, offering ongoing portfolio management tailored to individual client goals, objectives, and risk tolerances. Clients complete an Investment Questionnaire to guide portfolio construction, which may include equity investments like common and preferred stock, fixed income securities such as U.S. Treasury notes, and investment company securities like ETFs and mutual funds. Barnett & Company also provides financial planning and consulting services, focusing on education and written financial plans to help clients achieve their financial goals. The firm typically requires a minimum account size of $500,000, with exceptions considered case-by-case. Fees are charged quarterly based on a tiered schedule, starting at 1.00% per annum for the first $1 million. Barnett & Company acts as a fiduciary, requiring clients to use custodial services provided by Charles Schwab & Co., Inc. The firm does not engage in bond investments and does not receive research from brokers in exchange for executing client transactions. Clients have investment discretion but can impose restrictions on certain securities or strategies. Barnett & Company uses fundamental analysis to select investments, focusing on companies with positive prospects and low valuations relative to those prospects. The firm aims to provide best execution for client transactions, directing trades through the Charles Schwab platform. Clients receive quarterly reports and account statements from the custodian. Barnett & Company does not accept performance-based fees and has no disciplinary actions on record.