Barry Kiront
Barry Kiront is a registered investment advisor at Craft Wealth Management LLC, based in Garden City, NY, with 32 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 58 clients with $9.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Craft Wealth Management's fees for managing your investments are based on a percentage of your portfolio's value. The exact percentage is negotiable, but the maximum annual fees are:
- Up to $249,999: 2.50%
- $250,000 - $499,999: 2.40%
- $500,000 - $999,999: 2.25%
- $1,000,000 and up: 1.95%
Clients using the SSGA platform will be charged 1.30% per year, plus 0.15% to NextCapital. There is also an annual maintenance fee of $60.
Location
377 Oak Street, Lower Concourse, Garden City, NY, 11530
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2016Other Business Activities
Barry is the VP-SEC of Jobast Holding Inc., an administrative entity, spending minimal time on back-up administration. He is also the CEO of Craft Wealth Management, LLC and Craft Asset Holdings, LLC, dedicating about 10-20% of his time to managing these firms, and a member of Advanced Capital Management LLC, with no day-to-day duties.
Employment History
Current Registrations
Craft Wealth Management LLC
Craft Capital Management LLC
Craft Capital Management LLCBroker
Previous Registrations
Craft Wealth Management LLC
Woodstock Financial Group, INC.
Woodstock Financial Group, INC.Broker
Vtr Capital, INC.Broker
Monroe Parker Securities, INC.Broker
Biltmore Securities, INCBroker
Stratton Oakmont INC.Broker
State Registrations14 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.