Paul Barry is a registered investment advisor at Middle Street Capital, LLC, based in Portsmouth, NH, with 34 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 74 clients with $87M 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 $2.0M | 0.50% |
| $2.0M - $10.0M | 0.25% |
| $10M+ | 0.13% |
Fees are generally negotiable and may be lower for business partners, family members, co-workers, etc.
Fee Estimator
Location
4 Market St, 2nd Floor, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History
No 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 →Other Business Activities
Paul is a Public Member of the New Hampshire Board of Mental Health Practice, dedicating a few hours per week to reviewing professional standards and disciplinary proceedings. He is also an Investment Advisor Representative (IAR) associated with One Day In July, LLC.
Employment History
Current Registrations
Middle Street Capital, LLC
Previous Registrations
One Day in July LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
New England SecuritiesBroker
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.