| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee applies to accounts $15,000 and above.
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188
Get directionsNo 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.
Learn about disclosures →Barry is an independent contractor for Global View Capital Advisors, a marketing firm for insurance and advisory services, and an insurance agent for Global View Capital Insurance Services, selling fixed insurance products like life, long-term care, and disability insurance. He also works full-time as an Investment Adviser Representative, Chief Investment Officer, and other roles for Global View Capital Management, an RIA firm, and serves as President and Board Member for NAAIM, a non-profit investment services firm, and as a Client Advisory Board Member for AXO.