Michael Barry
Michael Barry is a registered investment advisor at Eagle Strategies LLC, based in Walpole, MA, with 42 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
3 Evergreen Lane, Walpole, MA, 02081
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2005Customer Dispute
April 2002Other Business ActivitiesSells Insurance
Michael is an insurance broker appointed with outside carriers, operating under the DBA Barry Financial, LLC, for selling New York Life products and other insurance. He also holds a passive investment role as an officer in NYLARC Holding Company, Inc., dedicating minimal time to this.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations14 states
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.