Barbara Doran
Barbara Doran is a registered investment advisor at Spire Wealth Management, LLC, based in New York, NY, with 33 years of industry experience. Barbara is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,379 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees generally range from 0.02% to 2.25% of assets under management. Individual advisors set specific fee schedules and retain discretion to negotiate alternative fees.
Fee Estimator
Location
New York, NY
Get directionsHistory
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 ActivitiesSells Insurance
Barbara operates under the DBA of BD8 Capital Partners, offering securities, investment advisory, and insurance products. She also serves as a market commentator on CNBC, is the Treasurer for the Explorers Club, and an Emeritus Trustee for Penn State University.
Employment History
Current Registrations
Spire Wealth Management, LLC
Spire Securities, LLC
Spire Securities, LLCBroker
Previous Registrations
Yorkbridge Wealth Partners, LLC
Lebenthal Asset Management, LLC
Lebenthal & CO., LLCBroker
Morgan Stanley
Morgan StanleyBroker
G-2 Trading,llcBroker
Neuberger Berman Management INC.Broker
Neuberger Berman, LLCBroker
Selalu Partners, LLCBroker
Stires & CO., INC.Broker
Wilshire Capital Management, LLCBroker
Lehman Brothers INC.Broker
Cs First Boston CorporationBroker
State Registrations2 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.
Exams
More Advisors
- Joshua Bronstein, CFANeuberger Berman Bd LLC
- Daniel Silver, CFACibc Private Wealth Advisors, INC.
- Peter May, CFPHfh Planning INC.
- Joshua Rubin, CFPNerdwallet Wealth Partners, LLC
- Karen Felmly, CFPMorgan Stanley
- David Weigel, CFPWeigelfam