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Barry Marsolais

Money Concepts Advisory Service
43 Years of Experience
Port St. Lucie, FL
Broker
View SEC Summary
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Barry Marsolais is a CFP-designated registered investment advisor at Money Concepts Advisory Service, based in Port St. Lucie, FL, with 43 years of industry experience. Barry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B in assets under management.

Money Concepts Advisory Service
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
395 advisors
Number of Clients
17,032 clients
Average Client Portfolio
$239K average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.30%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10M+0.60%

Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Port St. Lucie, FL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Money Concepts Advisory Service
April 2014 - Present · 12 yrs 6 mos
Money Concepts Capital CORPBroker
April 2014 - Present · 12 yrs 6 mos
Previous Registrations
Asset Management Specialists, INC.
August 2004 - November 2006 · 2 yrs 3 mos
Global Investment Advisors, LLC
January 2003 - March 2014 · 11 yrs 2 mos
Eastern Point Advisors INC.
October 2001 - December 2004 · 3 yrs 2 mos
Essex Securities LLCBroker
May 2001 - March 2014 · 12 yrs 10 mos
Investors Capital CORP.Broker
October 2000 - May 2001 · 7 mos
Brewster Securities INC.Broker
January 1997 - October 2000 · 3 yrs 9 mos
Investors Capital CORP.Broker
February 1993 - January 1997 · 3 yrs 11 mos
Brewster Securities INC.Broker
October 1987 - February 1993 · 5 yrs 4 mos
John Hancock Distributors, INC.Broker
September 1983 - November 1987 · 4 yrs 2 mos
Reliastar Financial Marketing CORP.Broker
May 1983 - September 1983 · 4 mos
Pruco Securities CorporationBroker
February 1983 - September 1983 · 7 mos
State Registrations7 states
CACTFLGAMANHNJ
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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