Barry Investment Advisors, LLC
Assets Under Management
$712.6M
Number of Clients
387
Number of Advisors
8
Average Client AUM
$1.8M
AUM per Advisor
$89.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Barry Investment Advisors, LLC (BIA) offers a wealth management program where clients can trade investment products without incurring certain brokerage commissions. BIA assists clients in developing investment strategies, reviews services annually, and manages portfolios with discretionary or non-discretionary authority. BIA primarily allocates assets among individual equity securities, fixed income, ETFs, and cash equivalents.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.50% |
BIA, in its sole discretion, may charge a lesser Program Fee based upon certain criteria.
Fee Estimator
Clients in the Program pay a single annualized fee for participation in the Program (the “Program Fee”). The Program Fee varies (between 0.50% and 1.20%) depending upon the market value of the assets under management and the type of wealth management services rendered. BIA may charge a lesser Program Fee based upon certain criteria. BIA also charges a fixed fee for providing financial planning and consulting services under a stand-alone engagement. These fees are negotiable depending upon the scope and complexity of the services.
Areas of Practice
Location
128 Union Street, Suite 507, New Bedford, MA, 02740