Barry Federici is a CFP-designated registered investment advisor at Family First Wealth Management, based in Sycamore, IL, with 6 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 11 clients with $15M 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 $490K | 1.00% |
| $490K - $600K | 0.95% |
| $600K - $800K | 0.90% |
| $800K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.65% |
Fee Estimator
Location
2560 Hauser Ross Dr, Ste 400, Sycamore, IL, 60178
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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 →Other Business Activities
Barry is the owner of Family First Wealth Management LLC, a registered investment advisor, dedicating nearly full-time hours to it. He also owns Saluting Success, LLC, a property management trust, spending a few hours per week on it.
Employment History
Current Registrations
Family First Wealth Management
Previous Registrations
Origin Financial
State Registrations1 state
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