Barry Metrokas-Kamison is a registered investment advisor at Brookwood Investment Group, based in Dresher, PA, with 34 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,506 clients with $1.3B 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 | 2.50% |
Fees are negotiable and generally range up to 2.50% depending on portfolio size, complexity, and other factors. A technology fee of $60 per account is charged annually unless waived.
Fee Estimator
Location
Dresher, PA
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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 →Employment History
Current Registrations
Brookwood Investment Group
Previous Registrations
Redwood Private Wealth
Corecap Advisors
Corecap Investments, LLCBroker
Questar Capital CorporationBroker
Cpi CapitalBroker
Securities America, INC.Broker
Eplanning Securities, INC.Broker
Oneamerica Securities, INC.Broker
Capital Strategies LimitedBroker
Jefferson Pilot Securities CorporationBroker
State Registrations1 state
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.