Mike Barry
Mike Barry is a registered investment advisor at Sanctuary Advisors, LLC, based in Danville, CA, with 37 years of industry experience. Mike is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 19,540 clients with $35B 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 | 2.75% |
Fees are negotiated individually with your investment advisor representative, up to a maximum annual rate of 2.75% of your total portfolio assets.
Fee Estimator
Location
345 Hartz Ave., Danville, CA, 94526
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 Registrations30 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
- Melissa Yue, CFPSanctuary Advisors, LLC
- Anthony Schliesser, CFPThe Pacific Center for Financial Services
- John Seo, CFPSteward Partners Investment Advisory, LLC
- Matthew Dublin, CFATrue North Advisors, LLC
- Cynthia Miller, CFPGreykasell Wealth Strategies, INC.
- Scott Lucia, CFPAndrews, Lucia Wealth Management LLC