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Barry Munro

Munro Legacy Planners LLC
17 Years of Experience
Woodstock, GA
Sells Insurance
View SEC Summary
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Barry Munro is a registered investment advisor at Munro Legacy Planners LLC, based in Woodstock, GA, with 17 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Retirement Planning, and 1 more.

Munro Legacy Planners LLC
Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

Munro Legacy Planners does not directly manage investments. Instead, they recommend third-party money managers. If you use one of these managers, you'll pay them a fee based on the amount they manage for you. Munro Legacy Planners receives a portion of that fee as a referral. Here are the fees for the third-party managers they use:

Gradient Investments, LLC

  • Strategic Portfolios: 2.00% per year (1.00% to Gradient, 1.00% to Munro Legacy Planners)
  • Tactical Portfolios: 1.80% per year (0.80% to Gradient, 1.00% to Munro Legacy Planners) + 0.20% internal ETF fee
  • Allocation & Defined Outcome Portfolios: 1.70% per year (0.70% to Gradient, 1.00% to Munro Legacy Planners)
  • Preservation Portfolios: 1.00% per year (0.40% to Gradient, 0.60% to Munro Legacy Planners)
  • Client Directed Accounts: $300 per year to Gradient, $0 to Munro Legacy Planners

FormulaFolio Investments, LLC

  • Tactical and Multi-Manager Allocation Series:
    • First $100,000: 1.80% per year (0.80% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Next $100,000 - $249,999: 1.75% per year (0.75% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Next $250,000 - $499,999: 1.70% per year (0.70% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Next $500,000 - $999,999: 1.65% per year (0.65% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Over $1,000,000: 1.60% per year (0.60% to FormulaFolio, 1.0% to Munro Legacy Planners)
  • Tactical and Complete Allocation Series:
    • First $100,000: 1.75% per year (0.75% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Next $100,000 - $249,999: 1.70% per year (0.70% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Next $250,000 - $499,999: 1.65% per year (0.65% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Next $500,000 - $999,999: 1.60% per year (0.60% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Over $1,000,000: 1.55% per year (0.55% to FormulaFolio, 1.0% to Munro Legacy Planners)
  • Multi-Manager Allocation Series:
    • First $250,000: 1.95% per year (0.95% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Next $250,001 - $500,999: 1.90% per year (0.90% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Next $500,001 - $1,000,000: 1.85% per year (0.85% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Next $1,000,001 - $2,000,000: 1.75% per year (0.75% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Over $2,000,001: Contact FormulaFolio for fees (1.0% to Munro Legacy Planners)

Wealth Watch Advisors, LLC

  • WWA Models:
    • Under $500,000: 1.60% per year (0.60% to Wealth Watch, 1.0% to Munro Legacy Planners)
    • $500,000 - $2,000,000: 1.58% per year (0.58% to Wealth Watch, 1.0% to Munro Legacy Planners)
    • Over $2,000,000: 1.52% per year (0.52% to Wealth Watch, 1.0% to Munro Legacy Planners)
  • Solomon API Models:
    • Under $500,000: 1.79% per year (0.79% to Wealth Watch, 1.0% to Munro Legacy Planners)
    • $500,000 - $2,000,000: 1.74% per year (0.74% to Wealth Watch, 1.0% to Munro Legacy Planners)
    • Over $2,000,000: 1.62% per year (0.62% to Wealth Watch, 1.0% to Munro Legacy Planners)

Luminist Capital, LLC

  • Maximum 1.50% per year (0.50% to Luminist, 1.00% to Munro Legacy Planners)
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Location

321 Creekstone Ridge, Woodstock, GA, 30188

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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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Other Business ActivitiesSells Insurance

Barry is a Senior Benefit Analyst at Federal Benefit Advocates, helping federal employees understand their benefits, and an independent insurance agent. Both activities take about 10-20% of his time.

Employment History
Current Registrations
Munro Legacy Planners LLC
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
Questar Asset Management, INC.
September 2009 - July 2010 · 10 mos
Envision Investment Advisors, LLC
May 2009 - July 2009 · 2 mos
Envision Investment Advisors, LLC
September 2007 - December 2008 · 1 yr 3 mos
State Registrations1 state
GA
Advisor

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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