Mike Barry is a registered investment advisor at Sanctuary Advisors, LLC, based in Miami, FL, with 36 years of industry experience. Mike operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.
Location
1450 Brickell Avenue, Suite 2610, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 1999Other Business Activities
Mike is a trustee for Carondelet High School, dedicating minimal time annually. He is also a committee member for the Diablo Country Club Charitable Foundation, spending minimal time annually raising money for local charities.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.
Sanctuary Securities, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Adams Securities, INC.Broker
Hamilton, Williams & CO., INC.Broker
State Registrations27 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.