Kathy Alves is a CFP-designated registered investment advisor at Barry Investment Advisors, LLC, based in New Bedford, MA, with 18 years of industry experience. Kathy 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.
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Kathy is the Chair of the Investment Committee and a member of the Finance Committee for the SouthCoast Community Foundation. She dedicates minimal time to these philanthropic activities.
Employment History
Current Registrations
Barry Investment Advisors, LLC
State Registrations1 state
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