Barnstone Advisors LLC

Barnstone Advisors, LLC is a registered investment adviser based in Phoenixville, Pennsylvania, established in April 2007. The firm offers discretionary portfolio management services to individual and institutional clients, tailoring services based on clients' unique needs. Clients grant the firm discretionary authority to manage their accounts, allowing for the purchase or sale of securities without prior approval. Additionally, financial planning and consulting services are available, with a focus on analyzing clients' financial circumstances and objectives to develop tailored plans. The firm does not participate in wrap fee programs and advises on various types of investments, including equities, mutual funds, and real estate investment trusts. Barnstone Advisors charges up to 1.00% annually for portfolio management services, billed quarterly based on the market value of assets under management. Financial planning services are charged at an hourly rate of $200, with fees due upon completion of the engagement. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, trusts, estates, and charitable organizations, with a minimum account size typically set at $250,000. Barnstone Advisors utilizes various methods of analysis and investment strategies, including charting analysis, fundamental analysis, and long-term and short-term purchases. The firm emphasizes risk considerations and encourages clients to consult with tax professionals regarding their investments' tax implications. Clients are responsible for voting on securities and are advised on IRA rollover recommendations, with a fiduciary duty to act in clients' best interests. Barnstone Advisors does not have any disciplinary information to report and does not engage in directed brokerage or aggregated trades. The firm prioritizes client privacy and maintains strict policies to safeguard personal information. Clients are encouraged to review their account statements and contact the firm with any questions or concerns.