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Featured Business Financial Advisor in Spring Grove, IL
Spring Grove Financial Advisors
Barrett Wealth Connection LLC
2002 Holian Drive, Suite 104
Spring Grove, IL 60081
(815) 529-7527
“Finding Peace of Miind”
Advisor Profile
Amy Barrett
Name:  Amy Barrett
Phone Number:  (815) 529-7527
Website:  Visit Website
Disclaimer
We are a fiduciary advisor.

About Barrett Wealth Connection LLC

BARRETT WEALTH CONNECTION DIFFERENCE

Standing Out From the Crowd

You will notice the difference from the very first time you contact
Barrett Wealth Connection. While most advisors sell their
investment prowess, we talk about your needs and dreams. We get to
know you before making even one recommendation. You can enjoy
knowing that we dedicate as much time as needed and act in a
Fiduciary capacity - putting you first. We connect you to the right
people and resources. Your situation is unique, which is why we
customize a solution just for you. Most importantly, our attention
to detail allows you to focus your time on other important matters
in life.
 

General Information

CRD#:    1459516
Firm CRD#:    161020
Name of Broker/Dealer:    Independent RIA
Name of Custodial Firm:    Client gets to choose
States Licensed in:    Licensed in the State of Illinois and Wisconsin
States Willing to do Business in:    Algonquin,Antioch,Barrington,Bristol,Burlington,Cary,Crystal Lake,Delavan,Elkhorn,Fontana,Fox Lake,Fox River Grove,Genoa City,Grayslake,Gurnee,Harvard,Hebron,Ingleside,Island Lake,Lake Geneva,Lake Villa,Lake Zurich,Libertyville,Lincolnshire,Lyons,Mchenry,Mundelein,Palatine,Pleasant Prairie,Richmond,Ringwood,Round Lake,Salem,Silver Lake,Trevor,Twin Lakes,Wadsworth,Walworth,Wauconda,Williams Bay,Wilmot,Wonder Lake,Woodstock, North Barrington
Years of Experience in Financial Services:    34
Number of Years with Current Firm:    5
Work Experience:    Amy Barrett and Barrett Wealth Connection works with individuals, businesses, not-for-profits, and foundations to provide fee-only, fiduciary financial planning, investment management and fiduciary consulting.
I work with the following types of clients:    Businesses, Non-Profit Organizations, Individual Investors
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via email, At your home, At my office, At your office, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Analyst (CFA), Collaborative Law Professional, Certified Divorce Financial Analyst(CDFA), Mediator
Financial Organization Memberships:    CFA Institute
Non-Financial Organization Memberships:    Collaborative Law Institute of Illinois,
International Academy of Collaborative Professionals
 

Firm Information

Firm's Number of Clients:    56
Firm's Number of Planning Clients:    56
Firm's Number of Managed Clients:    50
Assets Managed by Firm:    $35,000,000
Advisor's Number of Clients:    56
Advisor's Number of Managed Clients:    50
Advisor's Number of Planning Clients:    56
Assets Managed by Advisor:    $35,000,000
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Hourly, Based on Assets
Fee % Based on Assets:    1
Hourly Rate:    $200
Additional Details on Charges:    Fees may vary from fee schedule
Minimum Fee Charged for Managed Accounts:    $2,500
Minimum Fee Charged for Hourly Planning Accounts:    $195.00
 
 
 
Prepared By: Amy Barrett

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