BG
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
300 advisors
Number of Clients
45,782 clients
Average Client Portfolio
$274K average
Assets Under Management
$12.5B
Fee Structure
Fees for financial planning and consulting are negotiated between you and your IAR, depending on the nature of the services, time, and complexity. The maximum fee for Wrap accounts is 2.0%, which coincides with IFP’s maximum fee if the account is not a TPAM account. The maximum fee for a TPAM account is 2.5%.
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Loading...
Advisor Information
Office location
Land O' Lakes, FL
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 1994Settled
Other Business Activities
Barry operates Green Asset Management as a registered investment advisor. The filing does not indicate any other business activities.
Employment History
Current Registrations
Independent Financial Partners
March 2016 - Present · 9 yrs 10 mos
Previous Registrations
Platinum Wealth Partners, INC.
February 2012 - April 2016 · 4 yrs 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - January 2012 · 2 yrs 7 mos
Citigroup Global Markets INC.
May 2002 - June 2009 · 7 yrs 1 mo
State Registrations7 states
COFLKYNJNYPAVA
Advisor
Exams
No exam information available for this advisor.