Charles Barry is a registered investment advisor at Berkeley Capital Partners, LLC, based in Milton, GA, with 44 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,544 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fee Estimator
Location
3000 Heritage Walk, Suite 301, Milton, GA, 30004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Charles is a financial advisor at Berkeley Capital Partners, LLC, an RIA. This takes about a quarter of his time, including a few hours per week during trading hours.
Employment History
Current Registrations
Berkeley Capital Partners, LLC
Previous Registrations
Triad Advisors, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Dreyfus Service CorporationBroker
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
Lehman Brothers Kuhn Loeb IncorporatedBroker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Metropolitan Life Insurance CompanyBroker
Individual's Securities LTD.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.