Blue Barn Wealth, headquartered in Orem, UT, is a distinguished investment advisory firm serving high net worth individuals and businesses. With two offices, this small yet dynamic firm comprises a team of six dedicated professionals, four of whom specialize in providing expert investment advisory services. Demonstrating their expertise, each investment advisor manages an average of $69,140,000 in assets under management, aligning with industry standards.
Blue Barn Wealth boasts a diverse compensation structure to cater to their clients' needs, offering options such as a percentage of assets under management, hourly charges, and ...
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Assets Under Mgmt
$276.55M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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