Barbara Villella is a registered investment advisor at Siebert Advisornxt, LLC., based in New York, NY, with 24 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 786 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The fee schedule is the starting point for negotiation. Siebert negotiates fees with clients and may charge a lesser or greater management fee than listed.
Fee Estimator
Location
300 Vesey Street, 5th Floor, New York, NY, 10282
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barbara is a franchise owner of Dream Vacations since 2022, earning approximately $5000 in commissions annually, and formed Power Five Capital, LLC to conduct this business. She is also a full-time Chief Compliance Officer for Siebert AdvisorNxt, LLC, an investment advisory firm, splitting her time equally with Muriel Siebert & Co., LLC.
Employment History
Current Registrations
Siebert Advisornxt, LLC.
Muriel Siebert & CO., LLCBroker
Previous Registrations
Lv Capital Partners LLC
Petersen Investments, INC.
Petersen Investments, INC.Broker
Investment Centers of America, INC.Broker
Invest Financial CorporationBroker
Fairchild Financial Group, INC.Broker
Gruntal & CO. IncorporatedBroker
State Registrations3 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.