Joseph Barry is a CFA-designated registered investment advisor at Barry Investment Advisors, LLC, based in Naples, FL, with 18 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 398 clients with $850M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Barry Investment Advisors charges a single annualized bundled fee that covers both investment management and brokerage services. The specific percentage rate is not detailed in the main brochure text and is typically outlined in a separate wrap fee program brochure. The firm generally requires a minimum portfolio size of $1,000,000 to open and maintain an account.
Location
Naples, FL
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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.
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Joseph is a trustee and member of the finance and investment committees for the Old Dartmouth Historical Society/NB Whaling Museum. He spends a few hours per week on this activity, including a few hours during securities trading hours.
Employment History
Current Registrations
Barry Investment Advisors, LLC
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
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