Joseph Barry is a CFA-designated registered investment advisor at Barry Investment Advisors, LLC, based in New Bedford, MA, 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, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 387 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Barry Investment Advisors (BIA) provides wealth management services, including investment portfolio management, through a bundled fee program. The fees for this program are not explicitly stated in the brochure. Participants in the program may pay a higher overall fee than if investment management and brokerage services were purchased separately.
Location
128 Union Street, Suite 507, New Bedford, MA, 02740
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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.