Lisa Barbieri
Lisa Barbieri is a registered investment advisor at Capitol Private Wealth Group LLC, based in Vienna, VA, with 25 years of industry experience. Lisa 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, High Net Worth, and 3 more. Their firm serves 572 clients with $560M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Location
8150 Leesburg Pike, Suite 630, Vienna, VA, 22182
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2006Other Business Activities
Lisa is the owner of Barbieri & Associates, LLC, an entity created and used solely for business expenses. This activity requires a few hours per week of Lisa's time.
Employment History
Current Registrations
Capitol Private Wealth Group LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Aetna Investment Services, LLCBroker
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.